Filed October 11, 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 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 | $125,702 | $127,065-1.1% | $113,168+11.1% | $142,382-11.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 13.55% | 24.03%-10.5pp | 24.27%-10.7pp | 217.08%-203.5pp |
| Employer contribution / active EE | $6,065 | $3,442+76.2% | $2,975+103.8% | $4,299+41.1% |
| Participant deferral / active EE | $3,715 | $5,716-35.0% | $5,107-27.2% | $6,507-42.9% |
| Admin fee / account holder | $3,872 | $15,736-75.4% | $12,068-67.9% | $12,624-69.3% |