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 | $175,635 | $54,350+223.2% | $82,719+112.3% | $68,494+156.4% |
| Participation rate | 92.3% | 63.9%+28.4pp | 72.6%+19.8pp | 67.9%+24.4pp |
| Annual return | -15.81% | -13.67%-2.1pp | 701.18%-717.0pp | -7.84%-8.0pp |
| Employer contribution / active EE | $8,406 | $2,218+279.0% | $3,009+179.4% | $2,596+223.8% |
| Participant deferral / active EE | $10,245 | $3,246+215.6% | $4,395+133.1% | $4,027+154.4% |
| Admin fee / account holder | $13,598 | $4,395+209.4% | $5,329+155.2% | $5,403+151.7% |