Filed June 18, 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 | $237,792 | $160,055+48.6% | $140,016+69.8% | $135,375+75.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.72% | 911.38%-916.1pp | 651.12%-655.8pp | 519.73%-524.5pp |
| Employer contribution / active EE | $1,957 | $6,420-69.5% | $5,606-65.1% | $4,779-59.0% |
| Participant deferral / active EE | $3,262 | $7,642-57.3% | $6,927-52.9% | $5,609-41.8% |
| Admin fee / account holder | $2,144 | $13,328-83.9% | $10,705-80.0% | $10,827-80.2% |