Filed January 22, 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 8-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 | $147,804 | $72,388+104.2% | $111,392+32.7% | $64,186+130.3% |
| Participation rate | 100.0% | 70.5%+29.5pp | 78.9%+21.1pp | 69.6%+30.4pp |
| Annual return | -5.75% | -1.50%-4.2pp | -2.06%-3.7pp | 7.63%-13.4pp |
| Employer contribution / active EE | $8,629 | $3,000+187.7% | $4,328+99.4% | $2,381+262.4% |
| Participant deferral / active EE | $4,726 | $4,241+11.4% | $5,567-15.1% | $3,470+36.2% |
| Admin fee / account holder | $10,217 | $5,719+78.6% | $12,266-16.7% | $4,888+109.0% |