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 | $113,133 | $125,758-10.0% | $169,993-33.4% | $75,163+50.5% |
| Participation rate | 84.6% | 83.6%+1.0pp | 87.0%-2.4pp | 67.2%+17.4pp |
| Annual return | 23.75% | 27.20%-3.5pp | 53.37%-29.6pp | 160.62%-136.9pp |
| Employer contribution / active EE | $8,615 | $4,615+86.7% | $6,785+27.0% | $2,670+222.7% |
| Participant deferral / active EE | $4,181 | $6,837-38.8% | $10,408-59.8% | $4,125+1.4% |
| Admin fee / account holder | $2,438 | $8,173-70.2% | $12,815-81.0% | $5,651-56.9% |