Filed January 22, 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 | $58,609 | $70,428-16.8% | $96,562-39.3% | $85,850-31.7% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 38.07% | 18.59%+19.5pp | 37.78%+0.3pp | 318.53%-280.5pp |
| Employer contribution / active EE | $8,315 | $1,413+488.5% | $2,356+252.9% | $2,565+224.2% |
| Participant deferral / active EE | $4,218 | $2,894+45.8% | $3,849+9.6% | $3,952+6.7% |
| Admin fee / account holder | $510 | $4,997-89.8% | $6,181-91.7% | $6,260-91.8% |