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 | $131,544 | $54,350+142.0% | $82,719+59.0% | $68,494+92.1% |
| Participation rate | 89.8% | 63.9%+25.9pp | 72.6%+17.2pp | 67.9%+21.9pp |
| Annual return | -18.59% | -13.67%-4.9pp | 701.18%-719.8pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,795 | $2,218+26.0% | $3,009-7.1% | $2,596+7.6% |
| Participant deferral / active EE | $11,573 | $3,246+256.5% | $4,395+163.3% | $4,027+187.4% |
| Admin fee / account holder | $12,065 | $4,395+174.5% | $5,329+126.4% | $5,403+123.3% |