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 | $139,298 | $54,762+154.4% | $90,281+54.3% | $72,985+90.9% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 20.69% | 30.63%-9.9pp | 78.10%-57.4pp | 81.00%-60.3pp |
| Employer contribution / active EE | $8,102 | $2,092+287.2% | $2,854+183.8% | $2,440+232.1% |
| Participant deferral / active EE | $9,577 | $2,887+231.7% | $3,885+146.5% | $3,607+165.5% |
| Admin fee / account holder | $12,336 | $3,972+210.6% | $5,351+130.5% | $5,124+140.7% |