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 | $203,799 | $125,758+62.1% | $169,993+19.9% | $75,163+171.1% |
| Participation rate | 87.5% | 83.6%+3.9pp | 87.0%+0.5pp | 67.2%+20.3pp |
| Annual return | 29.49% | 27.20%+2.3pp | 53.37%-23.9pp | 160.62%-131.1pp |
| Employer contribution / active EE | $5,724 | $4,615+24.0% | $6,785-15.6% | $2,670+114.4% |
| Participant deferral / active EE | $8,357 | $6,837+22.2% | $10,408-19.7% | $4,125+102.6% |
| Admin fee / account holder | $2,937 | $8,173-64.1% | $12,815-77.1% | $5,651-48.0% |