Filed January 14, 2002 (most recent of 2 filings on file)
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 | $67,852 | $123,793-45.2% | $177,821-61.8% | $79,858-15.0% |
| Participation rate | 98.2% | 84.7%+13.5pp | 87.7%+10.5pp | 69.6%+28.5pp |
| Annual return | 21.24% | 22.82%-1.6pp | 48.32%-27.1pp | 31.71%-10.5pp |
| Employer contribution / active EE | $4,359 | $4,095+6.4% | $5,918-26.4% | $2,471+76.4% |
| Participant deferral / active EE | $3,220 | $5,956-45.9% | $7,714-58.3% | $3,740-13.9% |
| Admin fee / account holder | $8,501 | $7,243+17.4% | $12,427-31.6% | $5,306+60.2% |