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 | $148,998 | $54,762+172.1% | $90,281+65.0% | $72,985+104.1% |
| Participation rate | 82.0% | 65.1%+16.9pp | 73.3%+8.7pp | 69.5%+12.5pp |
| Annual return | 21.76% | 30.63%-8.9pp | 78.10%-56.3pp | 81.00%-59.2pp |
| Employer contribution / active EE | $2,478 | $2,092+18.4% | $2,854-13.2% | $2,440+1.6% |
| Participant deferral / active EE | $9,030 | $2,887+212.8% | $3,885+132.4% | $3,607+150.3% |
| Admin fee / account holder | $17,039 | $3,972+329.0% | $5,351+218.4% | $5,124+232.5% |