Filed February 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 | $193,230 | $135,635+42.5% | $110,238+75.3% | $135,375+42.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 9.12% | 513.19%-504.1pp | 314.74%-305.6pp | 519.73%-510.6pp |
| Employer contribution / active EE | $10,188 | $4,906+107.6% | $3,826+166.2% | $4,779+113.2% |
| Participant deferral / active EE | $10,615 | $5,506+92.8% | $4,672+127.2% | $5,609+89.2% |
| Admin fee / account holder | $509 | $11,457-95.6% | $8,547-94.0% | $10,827-95.3% |