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 | $229,857 | $100,326+129.1% | $180,183+27.6% | $84,808+171.0% |
| Participation rate | 100.0% | 71.0%+29.0pp | 77.4%+22.6pp | 68.3%+31.7pp |
| Annual return | 17.35% | 17.86%-0.5pp | 27.86%-10.5pp | 40.90%-23.6pp |
| Employer contribution / active EE | $4,924 | $3,269+50.6% | $5,039-2.3% | $2,631+87.2% |
| Participant deferral / active EE | $4,781 | $5,066-5.6% | $6,822-29.9% | $4,212+13.5% |
| Admin fee / account holder | $80,514 | $9,674+732.2% | $19,975+303.1% | $7,344+996.4% |