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 | $91,167 | $138,347-34.1% | $184,203-50.5% | $80,856+12.8% |
| Participation rate | 98.2% | 83.9%+14.3pp | 86.8%+11.4pp | 67.6%+30.6pp |
| Annual return | 13.74% | 20.02%-6.3pp | 28.81%-15.1pp | 35.59%-21.9pp |
| Employer contribution / active EE | $4,856 | $4,850+0.1% | $6,427-24.4% | $2,755+76.3% |
| Participant deferral / active EE | $4,285 | $7,071-39.4% | $9,131-53.1% | $4,296-0.3% |
| Admin fee / account holder | $5,786 | $10,483-44.8% | $13,901-58.4% | $6,918-16.4% |