Filed November 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 | $46,818 | $48,076-2.6% | $78,689-40.5% | $62,891-25.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 7.15% | 31.35%-24.2pp | 62.18%-55.0pp | 20.14%-13.0pp |
| Employer contribution / active EE | $5,393 | $2,015+167.7% | $2,851+89.2% | $2,281+136.4% |
| Participant deferral / active EE | $4,091 | $2,588+58.1% | $3,517+16.3% | $3,203+27.7% |
| Admin fee / account holder | $4,777 | $3,207+49.0% | $4,510+5.9% | $4,296+11.2% |