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 | $103,335 | $138,347-25.3% | $184,203-43.9% | $80,856+27.8% |
| Participation rate | 96.0% | 83.9%+12.1pp | 86.8%+9.2pp | 67.6%+28.4pp |
| Annual return | 13.25% | 20.02%-6.8pp | 28.81%-15.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $10,248 | $4,850+111.3% | $6,427+59.4% | $2,755+272.0% |
| Participant deferral / active EE | $4,465 | $7,071-36.9% | $9,131-51.1% | $4,296+3.9% |
| Admin fee / account holder | $24,481 | $10,483+133.5% | $13,901+76.1% | $6,918+253.9% |