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 | $70,453 | $54,350+29.6% | $82,719-14.8% | $68,494+2.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -16.14% | -13.67%-2.5pp | 701.18%-717.3pp | -7.84%-8.3pp |
| Employer contribution / active EE | $5,597 | $2,218+152.3% | $3,009+86.0% | $2,596+115.6% |
| Participant deferral / active EE | $10,231 | $3,246+215.2% | $4,395+132.8% | $4,027+154.0% |
| Admin fee / account holder | $5,977 | $4,395+36.0% | $5,329+12.2% | $5,403+10.6% |