Filed June 10, 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 | $95,947 | $209,832-54.3% | $189,513-49.4% | $167,490-42.7% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 10.93% | 748.27%-737.3pp | 555.15%-544.2pp | 478.56%-467.6pp |
| Employer contribution / active EE | $7,800 | $6,914+12.8% | $6,162+26.6% | $4,837+61.2% |
| Participant deferral / active EE | $3,686 | $8,935-58.7% | $8,221-55.2% | $6,341-41.9% |
| Admin fee / account holder | $4,040 | $14,293-71.7% | $12,045-66.5% | $12,309-67.2% |