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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 9-year trajectory for $4.99 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 | $111,535-43.9% | $105,223-40.6% | $137,256-54.4% |
| Participation rate | 73.7% | 78.1%-4.4pp | 75.0%-1.4pp | 80.0%-6.3pp |
| Annual return | 17.24% | 237.85%-220.6pp | 180.65%-163.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $3,359 | $3,939-14.7% | $3,689-8.9% | $4,156-19.2% |
| Participant deferral / active EE | $6,685 | $5,500+21.5% | $5,072+31.8% | $6,407+4.3% |
| Admin fee / account holder | $8,633 | $9,721-11.2% | $8,859-2.5% | $12,270-29.6% |