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 | $135,479 | $72,012+88.1% | $185,823-27.1% | $79,858+69.7% |
| Participation rate | 93.6% | 65.8%+27.9pp | 78.0%+15.6pp | 69.6%+24.0pp |
| Annual return | 13.52% | 23.12%-9.6pp | 35.95%-22.4pp | 31.71%-18.2pp |
| Employer contribution / active EE | $3,386 | $1,965+72.3% | $4,087-17.2% | $2,471+37.0% |
| Participant deferral / active EE | $6,607 | $3,779+74.8% | $5,632+17.3% | $3,740+76.7% |
| Admin fee / account holder | $17,700 | $4,513+292.2% | $9,500+86.3% | $5,306+233.6% |