Filed February 1, 2002 (most recent of 2 filings on file)
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 | $194,891 | $137,414+41.8% | $189,513+2.8% | $85,850+127.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 16.30% | 38.14%-21.8pp | 555.15%-538.9pp | 318.53%-302.2pp |
| Employer contribution / active EE | $4,746 | $4,344+9.2% | $6,162-23.0% | $2,565+85.0% |
| Participant deferral / active EE | $7,165 | $6,260+14.5% | $8,221-12.8% | $3,952+81.3% |
| Admin fee / account holder | $1,699 | $8,630-80.3% | $12,045-85.9% | $6,260-72.9% |