Filed September 23, 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 | $200,535 | $183,963+9.0% | $162,163+23.7% | $152,861+31.2% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.6%+4.8pp | 82.4%+9.9pp |
| Annual return | 19.35% | 150.76%-131.4pp | 115.59%-96.2pp | 345.32%-326.0pp |
| Employer contribution / active EE | $5,678 | $6,371-10.9% | $5,614+1.1% | $4,762+19.2% |
| Participant deferral / active EE | $6,212 | $8,034-22.7% | $7,298-14.9% | $5,850+6.2% |
| Admin fee / account holder | $2,293 | $13,121-82.5% | $10,843-78.9% | $11,596-80.2% |