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 | $87,285 | $81,208+7.5% | $98,907-11.8% | $79,858+9.3% |
| Participation rate | 96.8% | 72.5%+24.3pp | 76.0%+20.8pp | 69.6%+27.1pp |
| Annual return | 15.98% | 60.99%-45.0pp | 196.43%-180.5pp | 31.71%-15.7pp |
| Employer contribution / active EE | $2,646 | $1,960+35.0% | $2,689-1.6% | $2,471+7.1% |
| Participant deferral / active EE | $3,169 | $3,265-2.9% | $4,244-25.3% | $3,740-15.3% |
| Admin fee / account holder | $12,995 | $6,013+116.1% | $6,642+95.7% | $5,306+144.9% |