Filed August 1, 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 9-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 | $62,548 | $114,381-45.3% | $107,525-41.8% | $142,382-56.1% |
| Participation rate | 73.7% | 78.1%-4.5pp | 75.1%-1.4pp | 80.1%-6.4pp |
| Annual return | 17.24% | 242.71%-225.5pp | 181.32%-164.1pp | 217.08%-199.8pp |
| Employer contribution / active EE | $3,359 | $4,015-16.3% | $3,754-10.5% | $4,299-21.9% |
| Participant deferral / active EE | $6,685 | $5,564+20.1% | $5,116+30.7% | $6,507+2.7% |
| Admin fee / account holder | $8,633 | $9,860-12.4% | $8,919-3.2% | $12,624-31.6% |