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 | $87,767 | $73,004+20.2% | $90,749-3.3% | $68,494+28.1% |
| Participation rate | 98.8% | 70.8%+28.0pp | 75.7%+23.1pp | 67.9%+30.9pp |
| Annual return | -18.06% | -13.81%-4.2pp | -12.16%-5.9pp | -7.84%-10.2pp |
| Employer contribution / active EE | $3,636 | $2,193+65.8% | $2,921+24.5% | $2,596+40.0% |
| Participant deferral / active EE | $6,844 | $3,627+88.7% | $4,564+50.0% | $4,027+69.9% |
| Admin fee / account holder | $7,203 | $5,896+22.2% | $8,445-14.7% | $5,403+33.3% |