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 | $35,397 | $49,227-28.1% | $70,449-49.8% | $79,858-55.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 9.21% | 30.06%-20.8pp | 109.03%-99.8pp | 31.71%-22.5pp |
| Employer contribution / active EE | $1,307 | $2,099-37.7% | $2,737-52.2% | $2,471-47.1% |
| Participant deferral / active EE | $935 | $2,768-66.2% | $3,709-74.8% | $3,740-75.0% |
| Admin fee / account holder | $4,713 | $2,878+63.8% | $3,845+22.6% | $5,306-11.2% |