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.
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 10-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 | $125,702 | $124,425+1.0% | $112,040+12.2% | $137,256-8.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.55% | 24.72%-11.2pp | 24.52%-11.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $6,065 | $3,411+77.8% | $2,954+105.3% | $4,156+45.9% |
| Participant deferral / active EE | $3,715 | $5,718-35.0% | $5,098-27.1% | $6,407-42.0% |
| Admin fee / account holder | $3,872 | $15,207-74.5% | $12,098-68.0% | $12,270-68.4% |