Filed September 3, 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 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 | $34,934 | $56,110-37.7% | $94,993-63.2% | $70,131-50.2% |
| Participation rate | 71.2% | 65.0%+6.2pp | 73.9%-2.7pp | 69.5%+1.6pp |
| Annual return | 14.39% | 51.02%-36.6pp | 27.12%-12.7pp | 73.14%-58.8pp |
| Employer contribution / active EE | $602 | $1,442-58.3% | $2,603-76.9% | $2,342-74.3% |
| Participant deferral / active EE | $1,335 | $2,391-44.2% | $3,317-59.8% | $3,332-59.9% |
| Admin fee / account holder | $1,811 | $3,456-47.6% | $4,960-63.5% | $4,645-61.0% |