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 | $164,915 | $54,762+201.1% | $90,281+82.7% | $72,985+126.0% |
| Participation rate | 93.4% | 65.1%+28.3pp | 73.3%+20.2pp | 69.5%+23.9pp |
| Annual return | 25.03% | 30.63%-5.6pp | 78.10%-53.1pp | 81.00%-56.0pp |
| Employer contribution / active EE | $6,056 | $2,092+189.4% | $2,854+112.2% | $2,440+148.2% |
| Participant deferral / active EE | $8,277 | $2,887+186.7% | $3,885+113.0% | $3,607+129.4% |
| Admin fee / account holder | $6,934 | $3,972+74.6% | $5,351+29.6% | $5,124+35.3% |