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 | $200,045 | $60,124+232.7% | $90,404+121.3% | $79,858+150.5% |
| Participation rate | 97.4% | 65.0%+32.4pp | 72.7%+24.7pp | 69.6%+27.7pp |
| Annual return | 20.62% | 71.94%-51.3pp | 1293.02%-1272.4pp | 31.71%-11.1pp |
| Employer contribution / active EE | $6,444 | $2,068+211.6% | $3,262+97.5% | $2,471+160.8% |
| Participant deferral / active EE | $8,921 | $2,938+203.6% | $3,963+125.1% | $3,740+138.5% |
| Admin fee / account holder | $4,616 | $3,976+16.1% | $5,611-17.7% | $5,306-13.0% |