Filed October 9, 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 | $63,591 | $171,865-63.0% | $149,718-57.5% | $147,584-56.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.19% | 2113.22%-2097.0pp | 1501.63%-1485.4pp | 578.55%-562.4pp |
| Employer contribution / active EE | $2,202 | $6,275-64.9% | $5,445-59.6% | $4,876-54.9% |
| Participant deferral / active EE | $8,310 | $7,271+14.3% | $6,569+26.5% | $5,439+52.8% |
| Admin fee / account holder | $6,433 | $13,799-53.4% | $11,283-43.0% | $10,885-40.9% |