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 | $38,446 | $73,515-47.7% | $62,995-39.0% | $147,584-73.9% |
| Participation rate | 94.1% | 77.9%+16.2pp | 74.8%+19.3pp | 82.8%+11.3pp |
| Annual return | 20.36% | 175.43%-155.1pp | 87.57%-67.2pp | 578.55%-558.2pp |
| Employer contribution / active EE | $8,987 | $3,320+170.7% | $2,759+225.7% | $4,876+84.3% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $13,169 | $5,953+121.2% | $3,600+265.8% | $10,885+21.0% |