Filed October 16, 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 | $169,029 | $84,695+99.6% | $73,843+128.9% | $125,391+34.8% |
| Participation rate | 95.7% | 76.8%+18.9pp | 73.4%+22.2pp | 83.2%+12.5pp |
| Annual return | -0.68% | 3123.53%-3124.2pp | 2267.84%-2268.5pp | 282.22%-282.9pp |
| Employer contribution / active EE | $7,859 | $3,123+151.6% | $2,787+182.0% | $4,866+61.5% |
| Participant deferral / active EE | $9,671 | $3,992+142.2% | $3,583+169.9% | $5,352+80.7% |
| Admin fee / account holder | $12,451 | $5,691+118.8% | $4,880+155.1% | $9,540+30.5% |