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 | $139,140 | $65,395+112.8% | $182,532-23.8% | $72,985+90.6% |
| Participation rate | 91.1% | 65.4%+25.7pp | 78.0%+13.1pp | 69.5%+21.6pp |
| Annual return | 21.24% | 27.68%-6.4pp | 148.54%-127.3pp | 81.00%-59.8pp |
| Employer contribution / active EE | $3,477 | $1,911+81.9% | $4,076-14.7% | $2,440+42.5% |
| Participant deferral / active EE | $7,180 | $3,563+101.5% | $5,524+30.0% | $3,607+99.0% |
| Admin fee / account holder | $5,973 | $4,245+40.7% | $8,592-30.5% | $5,124+16.6% |