Filed February 18, 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 | $208,806 | $90,503+130.7% | $78,689+165.4% | $273,961-23.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.23% | 75.60%-68.4pp | 62.18%-54.9pp | 41.45%-34.2pp |
| Employer contribution / active EE | $21,945 | $3,176+591.0% | $2,851+669.9% | $4,869+350.7% |
| Participant deferral / active EE | $5,328 | $3,901+36.6% | $3,517+51.5% | $5,287+0.8% |
| Admin fee / account holder | $6,489 | $5,263+23.3% | $4,510+43.9% | $10,132-36.0% |