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 | $112,942 | $109,359+3.3% | $162,163-30.4% | $72,985+54.7% |
| Participation rate | 98.7% | 84.3%+14.4pp | 87.6%+11.1pp | 69.5%+29.2pp |
| Annual return | 18.59% | 25.46%-6.9pp | 115.59%-97.0pp | 81.00%-62.4pp |
| Employer contribution / active EE | $5,163 | $3,907+32.1% | $5,614-8.0% | $2,440+111.6% |
| Participant deferral / active EE | $3,515 | $5,481-35.9% | $7,298-51.8% | $3,607-2.6% |
| Admin fee / account holder | $4,060 | $7,972-49.1% | $10,843-62.6% | $5,124-20.8% |