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 | $111,507 | $56,484+97.4% | $169,463-34.2% | $64,186+73.7% |
| Participation rate | 94.2% | 64.5%+29.7pp | 77.8%+16.4pp | 69.6%+24.7pp |
| Annual return | -1.33% | -1.55%+0.2pp | 1.83%-3.2pp | 7.63%-9.0pp |
| Employer contribution / active EE | $2,995 | $1,832+63.4% | $4,159-28.0% | $2,381+25.8% |
| Participant deferral / active EE | $6,073 | $3,448+76.1% | $5,277+15.1% | $3,470+75.0% |
| Admin fee / account holder | $5,860 | $4,174+40.4% | $9,109-35.7% | $4,888+19.9% |