Filed January 8, 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 | $89,475 | $71,057+25.9% | $93,654-4.5% | $80,874+10.6% |
| Participation rate | 91.1% | 60.4%+30.7pp | 68.7%+22.4pp | 67.6%+23.5pp |
| Annual return | 10.93% | 11.26%-0.3pp | 133.34%-122.4pp | 35.62%-24.7pp |
| Employer contribution / active EE | $2,430 | $1,564+55.4% | $2,421+0.4% | $2,756-11.8% |
| Participant deferral / active EE | $4,458 | $4,034+10.5% | $4,413+1.0% | $4,297+3.8% |
| Admin fee / account holder | $5,028 | $6,944-27.6% | $8,282-39.3% | $6,935-27.5% |