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 | $217,941 | $135,952+60.3% | $123,892+75.9% | $273,961-20.4% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 10.62% | 56.63%-46.0pp | 47.52%-36.9pp | 41.45%-30.8pp |
| Employer contribution / active EE | $2,303 | $5,170-55.5% | $4,617-50.1% | $4,869-52.7% |
| Participant deferral / active EE | $10,901 | $6,343+71.9% | $5,984+82.2% | $5,287+106.2% |
| Admin fee / account holder | $21,983 | $9,817+123.9% | $8,357+163.1% | $10,132+117.0% |