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 | $26,783 | $85,202-68.6% | $172,739-84.5% | $72,985-63.3% |
| Participation rate | 93.8% | 70.1%+23.7pp | 82.6%+11.1pp | 69.5%+24.3pp |
| Annual return | 18.13% | 27.32%-9.2pp | 802.84%-784.7pp | 81.00%-62.9pp |
| Employer contribution / active EE | $1,211 | $3,324-63.6% | $5,143-76.5% | $2,440-50.4% |
| Participant deferral / active EE | $1,705 | $3,260-47.7% | $5,198-67.2% | $3,607-52.7% |
| Admin fee / account holder | $899 | $5,884-84.7% | $13,954-93.6% | $5,124-82.5% |