Filed December 18, 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 | $237,036 | $92,703+155.7% | $82,719+186.6% | $134,475+76.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -9.88% | 944.92%-954.8pp | 701.18%-711.1pp | 417.96%-427.8pp |
| Employer contribution / active EE | $16,530 | $3,274+404.9% | $3,009+449.4% | $4,740+248.8% |
| Participant deferral / active EE | $9,335 | $4,802+94.4% | $4,395+112.4% | $6,400+45.9% |
| Admin fee / account holder | $802 | $5,983-86.6% | $5,329-85.0% | $11,426-93.0% |