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 | $40,161 | $45,035-10.8% | $62,995-36.2% | $70,131-42.7% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 16.51% | 18.76%-2.2pp | 87.57%-71.1pp | 73.14%-56.6pp |
| Employer contribution / active EE | $2,559 | $2,051+24.8% | $2,759-7.2% | $2,342+9.3% |
| Participant deferral / active EE | $4,525 | $2,465+83.6% | $3,329+35.9% | $3,332+35.8% |
| Admin fee / account holder | $2,158 | $2,834-23.9% | $3,600-40.1% | $4,645-53.5% |