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 | $85,218 | $79,944+6.6% | $98,439-13.4% | $75,163+13.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 16.71% | 19.75%-3.0pp | 21.16%-4.5pp | 160.62%-143.9pp |
| Employer contribution / active EE | $3,889 | $2,264+71.8% | $3,048+27.6% | $2,670+45.7% |
| Participant deferral / active EE | $6,326 | $3,752+68.6% | $4,738+33.5% | $4,125+53.3% |
| Admin fee / account holder | $22,782 | $6,840+233.1% | $8,948+154.6% | $5,651+303.2% |