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 | $112,509 | $73,004+54.1% | $90,749+24.0% | $68,494+64.3% |
| Participation rate | 74.0% | 70.8%+3.1pp | 75.7%-1.7pp | 67.9%+6.1pp |
| Annual return | -16.23% | -13.81%-2.4pp | -12.16%-4.1pp | -7.84%-8.4pp |
| Employer contribution / active EE | $6,315 | $2,193+188.0% | $2,921+116.2% | $2,596+143.2% |
| Participant deferral / active EE | $0 | $3,627-100.0% | $4,564-100.0% | $4,027-100.0% |
| Admin fee / account holder | $12,988 | $5,896+120.3% | $8,445+53.8% | $5,403+140.4% |