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 | $134,117 | $167,484-19.9% | $151,611-11.5% | $134,475-0.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.20% | 7.80%-26.0pp | 3.33%-21.5pp | 417.96%-436.2pp |
| Employer contribution / active EE | $6,055 | $6,829-11.3% | $6,166-1.8% | $4,740+27.8% |
| Participant deferral / active EE | $7,211 | $8,986-19.7% | $8,363-13.8% | $6,400+12.7% |
| Admin fee / account holder | $1,143 | $13,783-91.7% | $11,616-90.2% | $11,426-90.0% |