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 | $101,034 | $94,625+6.8% | $116,228-13.1% | $84,808+19.1% |
| Participation rate | 98.8% | 70.4%+28.3pp | 74.6%+24.2pp | 68.3%+30.5pp |
| Annual return | 19.60% | 20.40%-0.8pp | 90.06%-70.5pp | 40.90%-21.3pp |
| Employer contribution / active EE | $4,034 | $2,347+71.9% | $2,994+34.7% | $2,631+53.3% |
| Participant deferral / active EE | $6,437 | $3,972+62.1% | $4,953+30.0% | $4,212+52.8% |
| Admin fee / account holder | $12,254 | $10,091+21.4% | $11,989+2.2% | $7,344+66.9% |