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 | $209,227 | $54,705+282.5% | $71,209+193.8% | $84,808+146.7% |
| Participation rate | 81.0% | 64.1%+16.9pp | 73.8%+7.2pp | 68.3%+12.6pp |
| Annual return | 15.39% | 35.90%-20.5pp | 282.51%-267.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,491 | $2,158+15.4% | $2,721-8.5% | $2,631-5.3% |
| Participant deferral / active EE | $10,993 | $3,030+262.8% | $4,175+163.3% | $4,212+161.0% |
| Admin fee / account holder | $21,949 | $4,863+351.3% | $5,349+310.4% | $7,344+198.9% |