Filed September 30, 2002
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 | $180,286 | $48,076+275.0% | $78,689+129.1% | $62,891+186.7% |
| Participation rate | 97.5% | 65.2%+32.3pp | 73.6%+23.9pp | 69.3%+28.2pp |
| Annual return | 8.07% | 31.35%-23.3pp | 62.18%-54.1pp | 20.14%-12.1pp |
| Employer contribution / active EE | $8,703 | $2,015+332.0% | $2,851+205.3% | $2,281+281.6% |
| Participant deferral / active EE | $7,668 | $2,588+196.3% | $3,517+118.1% | $3,203+139.4% |
| Admin fee / account holder | $12,710 | $3,207+296.3% | $4,510+181.8% | $4,296+195.9% |