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 | $89,074 | $87,013+2.4% | $106,213-16.1% | $80,856+10.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 11.16% | 17.05%-5.9pp | 116.14%-105.0pp | 35.59%-24.4pp |
| Employer contribution / active EE | $3,852 | $2,395+60.8% | $3,171+21.4% | $2,755+39.8% |
| Participant deferral / active EE | $5,801 | $3,986+45.6% | $5,016+15.7% | $4,296+35.1% |
| Admin fee / account holder | $17,335 | $8,431+105.6% | $11,033+57.1% | $6,918+150.6% |