Filed May 5, 2003
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,459 | $64,324+137.0% | $118,925+28.2% | $79,858+90.9% |
| Participation rate | 97.2% | 64.9%+32.3pp | 75.4%+21.8pp | 69.6%+27.6pp |
| Annual return | 0.59% | 86.45%-85.9pp | 35.88%-35.3pp | 31.71%-31.1pp |
| Employer contribution / active EE | $11,534 | $1,836+528.2% | $3,263+253.5% | $2,471+366.8% |
| Participant deferral / active EE | $3,714 | $2,824+31.5% | $4,265-12.9% | $3,740-0.7% |
| Admin fee / account holder | $10,389 | $4,040+157.1% | $6,581+57.9% | $5,306+95.8% |