Filed February 5, 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 | $178,313 | $209,832-15.0% | $189,513-5.9% | $167,490+6.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.87% | 748.27%-735.4pp | 555.15%-542.3pp | 478.56%-465.7pp |
| Employer contribution / active EE | $23,374 | $6,914+238.1% | $6,162+279.4% | $4,837+383.2% |
| Participant deferral / active EE | $7,197 | $8,935-19.5% | $8,221-12.5% | $6,341+13.5% |
| Admin fee / account holder | $357 | $14,293-97.5% | $12,045-97.0% | $12,309-97.1% |