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 | $71,016 | $61,660+15.2% | $80,019-11.3% | $64,186+10.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -4.39% | -0.33%-4.1pp | 11.22%-15.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,608 | $1,810-11.2% | $2,468-34.8% | $2,381-32.5% |
| Participant deferral / active EE | $2,832 | $2,968-4.6% | $3,686-23.2% | $3,470-18.4% |
| Admin fee / account holder | $11,132 | $5,417+105.5% | $6,521+70.7% | $4,888+127.7% |