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 | $146,027 | $87,733+66.4% | $106,548+37.1% | $85,850+70.1% |
| Participation rate | 73.5% | 71.9%+1.5pp | 76.1%-2.7pp | 69.3%+4.2pp |
| Annual return | 23.73% | 21.86%+1.9pp | 26.80%-3.1pp | 318.53%-294.8pp |
| Employer contribution / active EE | $6,124 | $2,073+195.5% | $2,819+117.3% | $2,565+138.8% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $30,936 | $6,767+357.1% | $7,407+317.6% | $6,260+394.2% |