Filed June 3, 2002
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 | $82,830 | $48,795+69.8% | $65,493+26.5% | $84,808-2.3% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 14.36% | 20.20%-5.8pp | 982.45%-968.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $3,747 | $1,930+94.2% | $2,574+45.6% | $2,631+42.4% |
| Participant deferral / active EE | $6,360 | $2,928+117.2% | $3,961+60.6% | $4,212+51.0% |
| Admin fee / account holder | $6,907 | $3,877+78.1% | $5,028+37.4% | $7,344-6.0% |