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 | $168,586 | $210,648-20.0% | $177,989-5.3% | $145,922+15.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.23% | 385.86%-373.6pp | 294.48%-282.2pp | 561.29%-549.1pp |
| Employer contribution / active EE | $8,162 | $4,565+78.8% | $3,949+106.7% | $4,660+75.2% |
| Participant deferral / active EE | $9,846 | $6,958+41.5% | $6,276+56.9% | $6,688+47.2% |
| Admin fee / account holder | $5,169 | $12,013-57.0% | $10,363-50.1% | $13,397-61.4% |