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 | $99,295 | $148,978-33.3% | $200,582-50.5% | $84,808+17.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 16.69% | 28.16%-11.5pp | 42.33%-25.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $4,817 | $4,8150% | $6,419-25.0% | $2,631+83.1% |
| Participant deferral / active EE | $3,998 | $7,142-44.0% | $9,331-57.2% | $4,212-5.1% |
| Admin fee / account holder | $426 | $13,977-97.0% | $16,305-97.4% | $7,344-94.2% |