Filed February 22, 2002 (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 | $87,130 | $94,529-7.8% | $140,016-37.8% | $64,186+35.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -5.06% | 7.77%-12.8pp | 651.12%-656.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $3,199 | $3,812-16.1% | $5,606-42.9% | $2,381+34.4% |
| Participant deferral / active EE | $4,594 | $5,250-12.5% | $6,927-33.7% | $3,470+32.4% |
| Admin fee / account holder | $2,700 | $6,741-60.0% | $10,705-74.8% | $4,888-44.8% |