Filed March 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 | $109,544 | $153,772-28.8% | $133,980-18.2% | $273,961-60.0% |
| Participation rate | 86.7% | 88.4%-1.7pp | 87.1%-0.4pp | 83.0%+3.7pp |
| Annual return | 5.47% | 36.51%-31.0pp | 29.30%-23.8pp | 41.45%-36.0pp |
| Employer contribution / active EE | $2,505 | $6,029-58.4% | $5,211-51.9% | $4,869-48.5% |
| Participant deferral / active EE | $4,137 | $6,958-40.5% | $6,282-34.1% | $5,287-21.8% |
| Admin fee / account holder | $1,103 | $11,765-90.6% | $9,324-88.2% | $10,132-89.1% |