Filed February 13, 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 | $131,266 | $47,479+176.5% | $62,929+108.6% | $82,448+59.2% |
| Participation rate | 89.4% | 66.9%+22.5pp | 73.1%+16.3pp | 68.1%+21.3pp |
| Annual return | 12.98% | 20.34%-7.4pp | 1063.93%-1051.0pp | 41.64%-28.7pp |
| Employer contribution / active EE | $2,452 | $1,885+30.1% | $2,505-2.1% | $2,551-3.9% |
| Participant deferral / active EE | $10,492 | $2,870+265.5% | $3,888+169.8% | $4,139+153.5% |
| Admin fee / account holder | $25,590 | $3,804+572.8% | $5,065+405.3% | $7,234+253.7% |