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 | $39,816 | $48,795-18.4% | $65,493-39.2% | $84,808-53.1% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 20.95% | 20.20%+0.8pp | 982.45%-961.5pp | 40.90%-19.9pp |
| Employer contribution / active EE | $1,211 | $1,930-37.2% | $2,574-52.9% | $2,631-54.0% |
| Participant deferral / active EE | $961 | $2,928-67.2% | $3,961-75.7% | $4,212-77.2% |
| Admin fee / account holder | $697 | $3,877-82.0% | $5,028-86.1% | $7,344-90.5% |