Filed April 29, 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 | $158,228 | $202,318-21.8% | $172,739-8.4% | $152,861+3.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.70% | 1029.65%-1010.9pp | 802.84%-784.1pp | 345.32%-326.6pp |
| Employer contribution / active EE | $9,012 | $5,856+53.9% | $5,143+75.2% | $4,762+89.2% |
| Participant deferral / active EE | $4,724 | $5,948-20.6% | $5,198-9.1% | $5,850-19.3% |
| Admin fee / account holder | $2,973 | $17,109-82.6% | $13,954-78.7% | $11,596-74.4% |