Filed September 24, 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 | $102,099 | $102,382-0.3% | $147,005-30.5% | $80,874+26.2% |
| Participation rate | 95.3% | 75.8%+19.5pp | 82.2%+13.2pp | 67.6%+27.7pp |
| Annual return | 16.45% | 134.89%-118.4pp | 418.76%-402.3pp | 35.62%-19.2pp |
| Employer contribution / active EE | $2,794 | $3,715-24.8% | $4,934-43.4% | $2,756+1.4% |
| Participant deferral / active EE | $6,257 | $6,646-5.9% | $8,070-22.5% | $4,297+45.6% |
| Admin fee / account holder | $52,239 | $7,942+557.7% | $13,006+301.6% | $6,935+653.2% |