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 | $117,265 | $183,963-36.3% | $162,163-27.7% | $152,861-23.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.41% | 150.76%-130.4pp | 115.59%-95.2pp | 345.32%-324.9pp |
| Employer contribution / active EE | $4,697 | $6,371-26.3% | $5,614-16.3% | $4,762-1.4% |
| Participant deferral / active EE | $5,425 | $8,034-32.5% | $7,298-25.7% | $5,850-7.3% |
| Admin fee / account holder | $897 | $13,121-93.2% | $10,843-91.7% | $11,596-92.3% |