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 | $99,854 | $110,094-9.3% | $151,611-34.1% | $68,494+45.8% |
| Participation rate | 98.0% | 84.0%+14.0pp | 87.5%+10.5pp | 67.9%+30.1pp |
| Annual return | -14.87% | -10.12%-4.7pp | 3.33%-18.2pp | -7.84%-7.0pp |
| Employer contribution / active EE | $6,039 | $4,471+35.1% | $6,166-2.1% | $2,596+132.6% |
| Participant deferral / active EE | $4,462 | $6,527-31.6% | $8,363-46.6% | $4,027+10.8% |
| Admin fee / account holder | $6,759 | $7,719-12.4% | $11,616-41.8% | $5,403+25.1% |