Filed September 30, 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 | $188,558 | $171,865+9.7% | $149,718+25.9% | $147,584+27.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.04% | 2113.22%-2101.2pp | 1501.63%-1489.6pp | 578.55%-566.5pp |
| Employer contribution / active EE | $4,327 | $6,275-31.0% | $5,445-20.5% | $4,876-11.3% |
| Participant deferral / active EE | $6,361 | $7,271-12.5% | $6,569-3.2% | $5,439+17.0% |
| Admin fee / account holder | $1,301 | $13,799-90.6% | $11,283-88.5% | $10,885-88.1% |