Filed October 15, 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 | $73,497 | $90,503-18.8% | $78,689-6.6% | $273,961-73.2% |
| Participation rate | 90.5% | 76.5%+14.0pp | 73.6%+16.9pp | 83.0%+7.5pp |
| Annual return | 5.53% | 75.60%-70.1pp | 62.18%-56.6pp | 41.45%-35.9pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $11,561 | $3,901+196.4% | $3,517+228.7% | $5,287+118.7% |
| Admin fee / account holder | $14,335 | $5,263+172.4% | $4,510+217.8% | $10,132+41.5% |