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 | $154,763 | $69,010+124.3% | $159,960-3.2% | $68,494+125.9% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -16.57% | -9.65%-6.9pp | 408.60%-425.2pp | -7.84%-8.7pp |
| Employer contribution / active EE | $5,441 | $2,213+145.8% | $4,226+28.8% | $2,596+109.6% |
| Participant deferral / active EE | $9,214 | $4,212+118.8% | $6,182+49.0% | $4,027+128.8% |
| Admin fee / account holder | $11,572 | $4,798+141.2% | $8,698+33.0% | $5,403+114.2% |