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 | $35,983 | $49,177-26.8% | $79,464-54.7% | $64,186-43.9% |
| Participation rate | 71.8% | 65.0%+6.8pp | 73.3%-1.6pp | 69.6%+2.2pp |
| Annual return | 10.84% | -1.16%+12.0pp | 718.14%-707.3pp | 7.63%+3.2pp |
| Employer contribution / active EE | $1,602 | $2,076-22.9% | $2,800-42.8% | $2,381-32.7% |
| Participant deferral / active EE | $1,849 | $2,821-34.5% | $3,704-50.1% | $3,470-46.7% |
| Admin fee / account holder | $3,337 | $3,839-13.1% | $5,113-34.7% | $4,888-31.7% |