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 | $43,375 | $46,553-6.8% | $64,056-32.3% | $75,163-42.3% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 13.86% | 26.03%-12.2pp | 33.69%-19.8pp | 160.62%-146.8pp |
| Employer contribution / active EE | $1,576 | $1,974-20.2% | $2,747-42.6% | $2,670-41.0% |
| Participant deferral / active EE | $1,054 | $2,837-62.9% | $3,880-72.8% | $4,125-74.5% |
| Admin fee / account holder | $1,091 | $2,952-63.0% | $3,068-64.4% | $5,651-80.7% |