Filed February 21, 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 | $96,623 | $137,414-29.7% | $189,513-49.0% | $85,850+12.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 15.54% | 38.14%-22.6pp | 555.15%-539.6pp | 318.53%-303.0pp |
| Employer contribution / active EE | $2,730 | $4,344-37.2% | $6,162-55.7% | $2,565+6.4% |
| Participant deferral / active EE | $3,397 | $6,260-45.7% | $8,221-58.7% | $3,952-14.0% |
| Admin fee / account holder | $4,613 | $8,630-46.5% | $12,045-61.7% | $6,260-26.3% |