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 | $82,484 | $167,307-50.7% | $143,757-42.6% | $134,475-38.7% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -8.65% | 0.46%-9.1pp | -0.04%-8.6pp | 417.96%-426.6pp |
| Employer contribution / active EE | $3,135 | $5,619-44.2% | $4,951-36.7% | $4,740-33.9% |
| Participant deferral / active EE | $6,794 | $6,446+5.4% | $5,637+20.5% | $6,400+6.2% |
| Admin fee / account holder | $14,849 | $18,088-17.9% | $14,673+1.2% | $11,426+30.0% |