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 | $194,564 | $58,208+234.3% | $81,812+137.8% | $80,856+140.6% |
| Participation rate | 85.4% | 63.4%+22.0pp | 72.3%+13.0pp | 67.6%+17.7pp |
| Annual return | 14.60% | 41.66%-27.1pp | 773.79%-759.2pp | 35.59%-21.0pp |
| Employer contribution / active EE | $3,186 | $2,340+36.2% | $2,912+9.4% | $2,755+15.7% |
| Participant deferral / active EE | $12,327 | $3,281+275.7% | $4,319+185.4% | $4,296+187.0% |
| Admin fee / account holder | $24,066 | $4,981+383.1% | $7,386+225.8% | $6,918+247.9% |