Filed December 19, 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 | $107,302 | $48,076+123.2% | $78,689+36.4% | $62,891+70.6% |
| Participation rate | 98.3% | 65.2%+33.1pp | 73.6%+24.7pp | 69.3%+29.0pp |
| Annual return | 7.44% | 31.35%-23.9pp | 62.18%-54.7pp | 20.14%-12.7pp |
| Employer contribution / active EE | $6,104 | $2,015+203.0% | $2,851+114.1% | $2,281+167.6% |
| Participant deferral / active EE | $7,639 | $2,588+195.2% | $3,517+117.2% | $3,203+138.5% |
| Admin fee / account holder | $5,423 | $3,207+69.1% | $4,510+20.2% | $4,296+26.2% |