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 | $149,951 | $197,591-24.1% | $177,821-15.7% | $158,922-5.6% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.7%+4.6pp | 82.0%+10.3pp |
| Annual return | 11.26% | 58.76%-47.5pp | 48.32%-37.1pp | 302.83%-291.6pp |
| Employer contribution / active EE | $2,170 | $6,697-67.6% | $5,918-63.3% | $4,761-54.4% |
| Participant deferral / active EE | $3,223 | $8,405-61.6% | $7,714-58.2% | $5,982-46.1% |
| Admin fee / account holder | $1,799 | $15,399-88.3% | $12,427-85.5% | $11,246-84.0% |