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 | $153,140 | $209,832-27.0% | $189,513-19.2% | $167,490-8.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.27% | 748.27%-734.0pp | 555.15%-540.9pp | 478.56%-464.3pp |
| Employer contribution / active EE | $5,043 | $6,914-27.1% | $6,162-18.2% | $4,837+4.2% |
| Participant deferral / active EE | $6,164 | $8,935-31.0% | $8,221-25.0% | $6,341-2.8% |
| Admin fee / account holder | $15,459 | $14,293+8.2% | $12,045+28.3% | $12,309+25.6% |