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 | $108,623 | $109,881-1.1% | $150,045-27.6% | $84,808+28.1% |
| Participation rate | 90.9% | 76.1%+14.8pp | 82.3%+8.6pp | 68.3%+22.6pp |
| Annual return | 14.27% | 28.25%-14.0pp | 62.55%-48.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,933 | $3,561-17.7% | $4,693-37.5% | $2,631+11.5% |
| Participant deferral / active EE | $5,787 | $6,636-12.8% | $7,997-27.6% | $4,212+37.4% |
| Admin fee / account holder | $16,976 | $8,568+98.1% | $13,435+26.4% | $7,344+131.2% |