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 | $82,424 | $58,208+41.6% | $81,812+0.7% | $80,856+1.9% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 12.07% | 41.66%-29.6pp | 773.79%-761.7pp | 35.59%-23.5pp |
| Employer contribution / active EE | $5,210 | $2,340+122.6% | $2,912+78.9% | $2,755+89.1% |
| Participant deferral / active EE | $9,025 | $3,281+175.1% | $4,319+109.0% | $4,296+110.1% |
| Admin fee / account holder | $3,854 | $4,981-22.6% | $7,386-47.8% | $6,918-44.3% |