Filed September 17, 2003 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,716 | $202,318-53.2% | $172,739-45.2% | $152,861-38.0% |
| Participation rate | 95.8% | 87.1%+8.8pp | 82.6%+13.2pp | 82.4%+13.4pp |
| Annual return | 13.25% | 1029.65%-1016.4pp | 802.84%-789.6pp | 345.32%-332.1pp |
| Employer contribution / active EE | $3,101 | $5,856-47.0% | $5,143-39.7% | $4,762-34.9% |
| Participant deferral / active EE | $8,809 | $5,948+48.1% | $5,198+69.5% | $5,850+50.6% |
| Admin fee / account holder | $60,115 | $17,109+251.4% | $13,954+330.8% | $11,596+418.4% |