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 | $177,525 | $54,705+224.5% | $71,209+149.3% | $84,808+109.3% |
| Participation rate | 90.5% | 64.1%+26.4pp | 73.8%+16.7pp | 68.3%+22.2pp |
| Annual return | 16.55% | 35.90%-19.3pp | 282.51%-266.0pp | 40.90%-24.3pp |
| Employer contribution / active EE | $7,152 | $2,158+231.4% | $2,721+162.9% | $2,631+171.8% |
| Participant deferral / active EE | $9,186 | $3,030+203.1% | $4,175+120.0% | $4,212+118.1% |
| Admin fee / account holder | $18,310 | $4,863+276.5% | $5,349+242.3% | $7,344+149.3% |