Filed April 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 | $103,176 | $62,672+64.6% | $185,117-44.3% | $70,131+47.1% |
| Participation rate | 94.3% | 63.8%+30.6pp | 77.3%+17.1pp | 69.5%+24.8pp |
| Annual return | 15.84% | 40.79%-24.9pp | 40.50%-24.7pp | 73.14%-57.3pp |
| Employer contribution / active EE | $2,796 | $1,753+59.5% | $4,182-33.1% | $2,342+19.4% |
| Participant deferral / active EE | $6,061 | $3,272+85.3% | $5,045+20.1% | $3,332+81.9% |
| Admin fee / account holder | $5,272 | $3,932+34.1% | $8,159-35.4% | $4,645+13.5% |