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 | $82,137 | $110,094-25.4% | $151,611-45.8% | $68,494+19.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -10.22% | -10.12%-0.1pp | 3.33%-13.5pp | -7.84%-2.4pp |
| Employer contribution / active EE | $2,949 | $4,471-34.0% | $6,166-52.2% | $2,596+13.6% |
| Participant deferral / active EE | $3,344 | $6,527-48.8% | $8,363-60.0% | $4,027-17.0% |
| Admin fee / account holder | $7,575 | $7,719-1.9% | $11,616-34.8% | $5,403+40.2% |