Filed March 28, 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.
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 | $108,871 | $40,256+170.4% | $57,343+89.9% | $59,632+82.6% |
| Participation rate | 71.6% | 69.2%+2.4pp | 75.1%-3.5pp | 68.7%+3.0pp |
| Annual return | 2.42% | 27.49%-25.1pp | 24.39%-22.0pp | 2041.28%-2038.9pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,920 | $2,399+230.1% | $3,162+150.4% | $3,192+148.1% |
| Admin fee / account holder | $4,309 | $2,818+52.9% | $3,356+28.4% | $4,297+0.3% |