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 | $129,892 | $53,127+144.5% | $86,590+50.0% | $70,131+85.2% |
| Participation rate | 95.9% | 65.3%+30.6pp | 73.5%+22.3pp | 69.5%+26.3pp |
| Annual return | 21.93% | 27.66%-5.7pp | 964.84%-942.9pp | 73.14%-51.2pp |
| Employer contribution / active EE | $5,308 | $2,068+156.6% | $2,839+86.9% | $2,342+126.6% |
| Participant deferral / active EE | $7,690 | $2,696+185.3% | $3,609+113.1% | $3,332+130.8% |
| Admin fee / account holder | $1,340 | $3,585-62.6% | $4,906-72.7% | $4,645-71.2% |