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 | $167,398 | $57,281+192.2% | $86,612+93.3% | $75,163+122.7% |
| Participation rate | 88.7% | 63.2%+25.5pp | 71.7%+17.0pp | 67.2%+21.5pp |
| Annual return | 19.66% | 2670.75%-2651.1pp | 591.07%-571.4pp | 160.62%-141.0pp |
| Employer contribution / active EE | $2,747 | $2,314+18.7% | $3,022-9.1% | $2,670+2.9% |
| Participant deferral / active EE | $10,883 | $3,318+228.0% | $4,438+145.2% | $4,125+163.8% |
| Admin fee / account holder | $5,444 | $4,112+32.4% | $5,614-3.0% | $5,651-3.7% |