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 | $58,426 | $94,529-38.2% | $140,016-58.3% | $64,186-9.0% |
| Participation rate | 98.8% | 84.1%+14.7pp | 87.5%+11.3pp | 69.6%+29.2pp |
| Annual return | -4.64% | 7.77%-12.4pp | 651.12%-655.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $4,752 | $3,812+24.6% | $5,606-15.2% | $2,381+99.6% |
| Participant deferral / active EE | $2,961 | $5,250-43.6% | $6,927-57.3% | $3,470-14.6% |
| Admin fee / account holder | $980 | $6,741-85.5% | $10,705-90.8% | $4,888-80.0% |