Filed April 2, 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 9-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 | $94,191 | $46,553+102.3% | $64,056+47.0% | $75,163+25.3% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 14.48% | 26.03%-11.6pp | 33.69%-19.2pp | 160.62%-146.1pp |
| Employer contribution / active EE | $11,849 | $1,974+500.3% | $2,747+331.4% | $2,670+343.8% |
| Participant deferral / active EE | $13,324 | $2,837+369.7% | $3,880+243.4% | $4,125+223.0% |
| Admin fee / account holder | $9,229 | $2,952+212.6% | $3,068+200.8% | $5,651+63.3% |