Filed February 2, 2002 (most recent of 3 filings on file)
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 | $81,358 | $61,660+31.9% | $80,019+1.7% | $64,186+26.8% |
| Participation rate | 86.7% | 71.7%+15.0pp | 75.8%+10.8pp | 69.6%+17.1pp |
| Annual return | 24.07% | -0.33%+24.4pp | 11.22%+12.9pp | 7.63%+16.4pp |
| Employer contribution / active EE | $4,493 | $1,810+148.2% | $2,468+82.1% | $2,381+88.7% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $9,891 | $5,417+82.6% | $6,521+51.7% | $4,888+102.4% |