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 | $109,606 | $138,065-20.6% | $123,544-11.3% | $135,375-19.0% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -2.88% | 153.68%-156.6pp | 119.20%-122.1pp | 519.73%-522.6pp |
| Employer contribution / active EE | $1,549 | $5,151-69.9% | $4,628-66.5% | $4,779-67.6% |
| Participant deferral / active EE | $4,906 | $6,799-27.8% | $6,426-23.7% | $5,609-12.5% |
| Admin fee / account holder | $83,282 | $10,916+662.9% | $9,284+797.1% | $10,827+669.2% |