Filed June 28, 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 6-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 | $32,132 | $53,127-39.5% | $86,590-62.9% | $70,131-54.2% |
| Participation rate | 88.2% | 65.3%+22.9pp | 73.5%+14.7pp | 69.5%+18.7pp |
| Annual return | 13.37% | 27.66%-14.3pp | 964.84%-951.5pp | 73.14%-59.8pp |
| Employer contribution / active EE | $2,187 | $2,068+5.7% | $2,839-23.0% | $2,342-6.6% |
| Participant deferral / active EE | $1,529 | $2,696-43.3% | $3,609-57.6% | $3,332-54.1% |
| Admin fee / account holder | $3,923 | $3,585+9.4% | $4,906-20.0% | $4,645-15.6% |