Filed February 1, 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 | $169,689 | $85,766+97.9% | $136,294+24.5% | $70,131+142.0% |
| Participation rate | 88.5% | 74.2%+14.3pp | 81.9%+6.5pp | 69.5%+18.9pp |
| Annual return | 18.01% | 31.45%-13.4pp | 5155.94%-5137.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $1,441 | $2,966-51.4% | $4,695-69.3% | $2,342-38.5% |
| Participant deferral / active EE | $4,570 | $5,051-9.5% | $6,247-26.8% | $3,332+37.2% |
| Admin fee / account holder | $1,534 | $5,420-71.7% | $9,243-83.4% | $4,645-67.0% |