Filed December 23, 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 | $143,132 | $49,177+191.1% | $79,464+80.1% | $64,186+123.0% |
| Participation rate | 82.2% | 65.0%+17.2pp | 73.3%+8.9pp | 69.6%+12.7pp |
| Annual return | -4.92% | -1.16%-3.8pp | 718.14%-723.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,632 | $2,076+26.8% | $2,800-6.0% | $2,381+10.6% |
| Participant deferral / active EE | $9,171 | $2,821+225.1% | $3,704+147.6% | $3,470+164.3% |
| Admin fee / account holder | $17,664 | $3,839+360.2% | $5,113+245.5% | $4,888+261.4% |