Filed December 2, 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 | $34,573 | $45,035-23.2% | $62,995-45.1% | $70,131-50.7% |
| Participation rate | 92.9% | 69.5%+23.3pp | 74.8%+18.0pp | 69.5%+23.3pp |
| Annual return | 15.31% | 18.76%-3.4pp | 87.57%-72.3pp | 73.14%-57.8pp |
| Employer contribution / active EE | $4,547 | $2,051+121.6% | $2,759+64.8% | $2,342+94.1% |
| Participant deferral / active EE | $1,267 | $2,465-48.6% | $3,329-61.9% | $3,332-62.0% |
| Admin fee / account holder | $1,737 | $2,834-38.7% | $3,600-51.8% | $4,645-62.6% |