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 | $47,479+74.5% | $62,929+31.6% | $82,448+0.5% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 14.36% | 20.34%-6.0pp | 1063.93%-1049.6pp | 41.64%-27.3pp |
| Employer contribution / active EE | $3,747 | $1,885+98.7% | $2,505+49.6% | $2,551+46.9% |
| Participant deferral / active EE | $6,360 | $2,870+121.6% | $3,888+63.6% | $4,139+53.7% |
| Admin fee / account holder | $6,907 | $3,804+81.6% | $5,065+36.4% | $7,234-4.5% |