Filed January 3, 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 | $107,917 | $66,310+62.7% | $93,606+15.3% | $65,185+65.6% |
| Participation rate | 97.0% | 74.0%+23.0pp | 75.8%+21.2pp | 70.2%+26.8pp |
| Annual return | 19.56% | 42.58%-23.0pp | 32.76%-13.2pp | 29.38%-9.8pp |
| Employer contribution / active EE | $3,155 | $2,012+56.8% | $2,718+16.1% | $2,177+44.9% |
| Participant deferral / active EE | $5,547 | $3,342+66.0% | $4,069+36.3% | $3,514+57.9% |
| Admin fee / account holder | $26,296 | $6,897+281.3% | $7,888+233.4% | $847+3004.3% |