Filed December 31, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,572 | $63,861-23.9% | $104,607-53.6% | $79,858-39.2% |
| Participation rate | 89.2% | 64.9%+24.2pp | 74.1%+15.1pp | 69.6%+19.5pp |
| Annual return | 15.10% | 21.30%-6.2pp | 340.46%-325.4pp | 31.71%-16.6pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,512 | $2,693-6.7% | $3,740-32.8% | $3,740-32.8% |
| Admin fee / account holder | $7,017 | $4,185+67.7% | $6,473+8.4% | $5,306+32.2% |