Filed March 6, 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 | $153,154 | $64,348+138.0% | $90,160+69.9% | $70,131+118.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.52% | 28.13%-10.6pp | 34.88%-17.4pp | 73.14%-55.6pp |
| Employer contribution / active EE | $5,002 | $2,046+144.5% | $3,318+50.8% | $2,342+113.6% |
| Participant deferral / active EE | $4,858 | $4,389+10.7% | $5,288-8.1% | $3,332+45.8% |
| Admin fee / account holder | $572 | $3,944-85.5% | $5,943-90.4% | $4,645-87.7% |