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 | $56,477 | $48,076+17.5% | $78,689-28.2% | $62,891-10.2% |
| Participation rate | 90.7% | 65.2%+25.5pp | 73.6%+17.1pp | 69.3%+21.4pp |
| Annual return | 7.39% | 31.35%-24.0pp | 62.18%-54.8pp | 20.14%-12.8pp |
| Employer contribution / active EE | $5,467 | $2,015+171.4% | $2,851+91.8% | $2,281+139.7% |
| Participant deferral / active EE | $5,969 | $2,588+130.7% | $3,517+69.7% | $3,203+86.4% |
| Admin fee / account holder | $1,659 | $3,207-48.3% | $4,510-63.2% | $4,296-61.4% |