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 | $82,175 | $76,367+7.6% | $93,606-12.2% | $72,985+12.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 17.16% | 25.82%-8.7pp | 32.76%-15.6pp | 81.00%-63.8pp |
| Employer contribution / active EE | $2,519 | $2,275+10.7% | $2,718-7.3% | $2,440+3.3% |
| Participant deferral / active EE | $3,036 | $3,538-14.2% | $4,069-25.4% | $3,607-15.8% |
| Admin fee / account holder | $12,769 | $6,838+86.7% | $7,888+61.9% | $5,124+149.2% |