Filed April 4, 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 | $88,240 | $45,035+95.9% | $62,995+40.1% | $70,131+25.8% |
| Participation rate | 94.6% | 69.5%+25.1pp | 74.8%+19.8pp | 69.5%+25.1pp |
| Annual return | 11.80% | 18.76%-7.0pp | 87.57%-75.8pp | 73.14%-61.3pp |
| Employer contribution / active EE | $1,627 | $2,051-20.7% | $2,759-41.0% | $2,342-30.6% |
| Participant deferral / active EE | $3,407 | $2,465+38.3% | $3,329+2.3% | $3,332+2.3% |
| Admin fee / account holder | $584 | $2,834-79.4% | $3,600-83.8% | $4,645-87.4% |