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 | $71,007 | $79,944-11.2% | $98,439-27.9% | $75,163-5.5% |
| Participation rate | 96.8% | 70.4%+26.4pp | 75.2%+21.6pp | 67.2%+29.6pp |
| Annual return | 13.62% | 19.75%-6.1pp | 21.16%-7.5pp | 160.62%-147.0pp |
| Employer contribution / active EE | $2,442 | $2,264+7.9% | $3,048-19.9% | $2,670-8.5% |
| Participant deferral / active EE | $3,572 | $3,752-4.8% | $4,738-24.6% | $4,125-13.4% |
| Admin fee / account holder | $7,192 | $6,840+5.2% | $8,948-19.6% | $5,651+27.3% |