Filed March 26, 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 | $105,140 | $100,004+5.1% | $81,438+29.1% | $145,959-28.0% |
| Participation rate | 72.7% | 74.2%-1.5pp | 69.5%+3.2pp | 80.3%-7.6pp |
| Annual return | 11.46% | 34.34%-22.9pp | 24.74%-13.3pp | 561.95%-550.5pp |
| Employer contribution / active EE | $2,747 | $2,970-7.5% | $2,460+11.6% | $4,661-41.1% |
| Participant deferral / active EE | $6,897 | $4,603+49.8% | $3,883+77.6% | $6,689+3.1% |
| Admin fee / account holder | $7,013 | $8,202-14.5% | $5,764+21.7% | $13,398-47.7% |