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 | $192,867 | $60,124+220.8% | $90,404+113.3% | $79,858+141.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 12.86% | 71.94%-59.1pp | 1293.02%-1280.2pp | 31.71%-18.9pp |
| Employer contribution / active EE | $9,405 | $2,068+354.8% | $3,262+188.3% | $2,471+280.6% |
| Participant deferral / active EE | $9,962 | $2,938+239.1% | $3,963+151.4% | $3,740+166.4% |
| Admin fee / account holder | $7,360 | $3,976+85.1% | $5,611+31.2% | $5,306+38.7% |