Filed May 17, 2002 (most recent of 2 filings on file)
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 | $60,438 | $100,041-39.6% | $149,718-59.6% | $70,131-13.8% |
| Participation rate | 91.1% | 83.6%+7.6pp | 87.1%+4.1pp | 69.5%+21.6pp |
| Annual return | 13.78% | 27.43%-13.6pp | 1501.63%-1487.8pp | 73.14%-59.4pp |
| Employer contribution / active EE | $4,459 | $3,662+21.8% | $5,445-18.1% | $2,342+90.3% |
| Participant deferral / active EE | $2,948 | $4,983-40.8% | $6,569-55.1% | $3,332-11.5% |
| Admin fee / account holder | $6,025 | $8,286-27.3% | $11,283-46.6% | $4,645+29.7% |