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 | $105,615 | $81,208+30.1% | $98,907+6.8% | $79,858+32.3% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 19.83% | 60.99%-41.2pp | 196.43%-176.6pp | 31.71%-11.9pp |
| Employer contribution / active EE | $3,716 | $1,960+89.6% | $2,689+38.2% | $2,471+50.4% |
| Participant deferral / active EE | $6,918 | $3,265+111.9% | $4,244+63.0% | $3,740+85.0% |
| Admin fee / account holder | $30,098 | $6,013+400.6% | $6,642+353.2% | $5,306+467.2% |