Filed March 8, 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 | $78,525 | $72,277+8.6% | $101,248-22.4% | $79,858-1.7% |
| Participation rate | 80.6% | 68.5%+12.1pp | 75.8%+4.7pp | 69.6%+10.9pp |
| Annual return | 18.00% | 22.30%-4.3pp | 46.47%-28.5pp | 31.71%-13.7pp |
| Employer contribution / active EE | $1,975 | $2,692-26.6% | $3,660-46.0% | $2,471-20.1% |
| Participant deferral / active EE | $3,703 | $3,282+12.8% | $4,370-15.3% | $3,740-1.0% |
| Admin fee / account holder | $13,359 | $4,400+203.6% | $5,945+124.7% | $5,306+151.8% |