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 | $123,775 | $107,452+15.2% | $91,541+35.2% | $142,382-13.1% |
| Participation rate | 78.3% | 75.1%+3.2pp | 69.8%+8.5pp | 80.1%-1.9pp |
| Annual return | 17.25% | 22.06%-4.8pp | 20.50%-3.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,870 | $2,994-4.1% | $2,505+14.6% | $4,299-33.2% |
| Participant deferral / active EE | $7,384 | $4,754+55.3% | $4,008+84.2% | $6,507+13.5% |
| Admin fee / account holder | $10,154 | $8,834+14.9% | $6,956+46.0% | $12,624-19.6% |