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 | $84,810 | $89,753-5.5% | $107,525-21.1% | $84,8080% |
| Participation rate | 80.0% | 68.1%+11.9pp | 75.1%+4.9pp | 68.3%+11.7pp |
| Annual return | 15.98% | 29.48%-13.5pp | 181.32%-165.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,249 | $3,113-27.8% | $3,754-40.1% | $2,631-14.5% |
| Participant deferral / active EE | $4,248 | $4,056+4.7% | $5,116-17.0% | $4,212+0.9% |
| Admin fee / account holder | $33,229 | $7,222+360.1% | $8,919+272.6% | $7,344+352.5% |