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 | $230,632 | $96,635+138.7% | $86,612+166.3% | $139,434+65.4% |
| Participation rate | 91.3% | 74.4%+16.9pp | 71.7%+19.6pp | 80.3%+11.0pp |
| Annual return | 15.60% | 106.41%-90.8pp | 591.07%-575.5pp | 372.94%-357.3pp |
| Employer contribution / active EE | $3,516 | $3,263+7.7% | $3,022+16.3% | $4,751-26.0% |
| Participant deferral / active EE | $11,490 | $4,836+137.6% | $4,438+158.9% | $6,710+71.2% |
| Admin fee / account holder | $10,491 | $6,408+63.7% | $5,614+86.9% | $11,403-8.0% |