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 | $45,244 | $39,122+15.6% | $57,179-20.9% | $62,891-28.1% |
| Participation rate | 82.9% | 70.5%+12.4pp | 75.3%+7.5pp | 69.3%+13.6pp |
| Annual return | 4.83% | 9.23%-4.4pp | 14.59%-9.8pp | 20.14%-15.3pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,696 | $2,374+13.6% | $3,096-12.9% | $3,203-15.8% |
| Admin fee / account holder | $1,173 | $2,592-54.8% | $3,139-62.6% | $4,296-72.7% |