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 | $70,092 | $49,227+42.4% | $70,449-0.5% | $79,858-12.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 18.77% | 30.06%-11.3pp | 109.03%-90.3pp | 31.71%-12.9pp |
| Employer contribution / active EE | $1,870 | $2,099-10.9% | $2,737-31.6% | $2,471-24.3% |
| Participant deferral / active EE | $3,278 | $2,768+18.4% | $3,709-11.6% | $3,740-12.4% |
| Admin fee / account holder | $1,329 | $2,878-53.8% | $3,845-65.4% | $5,306-75.0% |