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 | $77,186 | $175,202-55.9% | $149,673-48.4% | $139,434-44.6% |
| Participation rate | 94.1% | 83.4%+10.7pp | 78.8%+15.4pp | 80.3%+13.8pp |
| Annual return | 14.69% | 166.71%-152.0pp | 134.42%-119.7pp | 372.94%-358.2pp |
| Employer contribution / active EE | $4,624 | $5,474-15.5% | $4,818-4.0% | $4,751-2.7% |
| Participant deferral / active EE | $7,386 | $6,519+13.3% | $5,680+30.0% | $6,710+10.1% |
| Admin fee / account holder | $22,340 | $16,150+38.3% | $13,210+69.1% | $11,403+95.9% |