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 3-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 | $75,419 | $39,122+92.8% | $57,179+31.9% | $62,891+19.9% |
| Participation rate | 98.3% | 70.5%+27.8pp | 75.3%+23.0pp | 69.3%+29.0pp |
| Annual return | 5.32% | 9.23%-3.9pp | 14.59%-9.3pp | 20.14%-14.8pp |
| Employer contribution / active EE | $6,762 | $1,874+260.8% | $2,682+152.1% | $2,281+196.5% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,129 | $2,592+20.7% | $3,139-0.3% | $4,296-27.2% |