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 | $154,377 | $167,484-7.8% | $151,611+1.8% | $134,475+14.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.13% | 7.80%-22.9pp | 3.33%-18.5pp | 417.96%-433.1pp |
| Employer contribution / active EE | $16,838 | $6,829+146.6% | $6,166+173.1% | $4,740+255.3% |
| Participant deferral / active EE | $10,960 | $8,986+22.0% | $8,363+31.0% | $6,400+71.3% |
| Admin fee / account holder | $4,422 | $13,783-67.9% | $11,616-61.9% | $11,426-61.3% |