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 | $162,721 | $79,449+104.8% | $189,557-14.2% | $85,850+89.5% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.4%+21.6pp | 69.3%+30.7pp |
| Annual return | 11.97% | 18.45%-6.5pp | 64.17%-52.2pp | 318.53%-306.6pp |
| Employer contribution / active EE | $3,630 | $2,081+74.4% | $4,412-17.7% | $2,565+41.5% |
| Participant deferral / active EE | $6,256 | $4,051+54.4% | $6,174+1.3% | $3,952+58.3% |
| Admin fee / account holder | $26,064 | $5,377+384.7% | $9,807+165.8% | $6,260+316.4% |