Filed October 28, 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 | $82,005 | $99,020-17.2% | $86,590-5.3% | $147,584-44.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.90% | 1312.34%-1300.4pp | 964.84%-952.9pp | 578.55%-566.7pp |
| Employer contribution / active EE | $7,723 | $3,132+146.6% | $2,839+172.0% | $4,876+58.4% |
| Participant deferral / active EE | $7,679 | $3,972+93.3% | $3,609+112.8% | $5,439+41.2% |
| Admin fee / account holder | $46,871 | $5,710+720.8% | $4,906+855.5% | $10,885+330.6% |