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 | $92,550 | $76,367+21.2% | $93,606-1.1% | $72,985+26.8% |
| Participation rate | 89.6% | 71.7%+17.9pp | 75.8%+13.8pp | 69.5%+20.1pp |
| Annual return | 23.36% | 25.82%-2.5pp | 32.76%-9.4pp | 81.00%-57.6pp |
| Employer contribution / active EE | $7,597 | $2,275+233.9% | $2,718+179.5% | $2,440+211.4% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,069-100.0% | $3,607-100.0% |
| Admin fee / account holder | $8,745 | $6,838+27.9% | $7,888+10.9% | $5,124+70.6% |