Filed December 3, 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 | $166,719 | $58,234+186.3% | $81,783+103.9% | $80,874+106.1% |
| Participation rate | 82.9% | 63.4%+19.5pp | 72.4%+10.6pp | 67.6%+15.3pp |
| Annual return | 14.03% | 41.70%-27.7pp | 775.05%-761.0pp | 35.62%-21.6pp |
| Employer contribution / active EE | $7,494 | $2,341+220.1% | $2,913+157.3% | $2,756+172.0% |
| Participant deferral / active EE | $9,886 | $3,283+201.1% | $4,320+128.8% | $4,297+130.1% |
| Admin fee / account holder | $2,137 | $4,982-57.1% | $7,380-71.0% | $6,935-69.2% |