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 | $103,214 | $54,705+88.7% | $71,209+44.9% | $84,808+21.7% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 15.98% | 35.90%-19.9pp | 282.51%-266.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $5,115 | $2,158+137.0% | $2,721+88.0% | $2,631+94.4% |
| Participant deferral / active EE | $11,511 | $3,030+279.9% | $4,175+175.7% | $4,212+173.3% |
| Admin fee / account holder | $8,523 | $4,863+75.2% | $5,349+59.3% | $7,344+16.1% |