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 | $122,425 | $81,208+50.8% | $98,907+23.8% | $79,858+53.3% |
| Participation rate | 73.6% | 72.5%+1.1pp | 76.0%-2.4pp | 69.6%+4.0pp |
| Annual return | 38.23% | 60.99%-22.8pp | 196.43%-158.2pp | 31.71%+6.5pp |
| Employer contribution / active EE | $10,868 | $1,960+454.6% | $2,689+304.2% | $2,471+339.9% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,244-100.0% | $3,740-100.0% |
| Admin fee / account holder | $10,638 | $6,013+76.9% | $6,642+60.2% | $5,306+100.5% |