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 | $56,599 | $53,127+6.5% | $86,590-34.6% | $70,131-19.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 14.98% | 27.66%-12.7pp | 964.84%-949.9pp | 73.14%-58.2pp |
| Employer contribution / active EE | $5,007 | $2,068+142.1% | $2,839+76.3% | $2,342+113.7% |
| Participant deferral / active EE | $4,191 | $2,696+55.5% | $3,609+16.2% | $3,332+25.8% |
| Admin fee / account holder | $730 | $3,585-79.6% | $4,906-85.1% | $4,645-84.3% |