Filed December 26, 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 | $119,075 | $43,327+174.8% | $59,878+98.9% | $64,186+85.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -3.11% | -1.55%-1.6pp | 3.46%-6.6pp | 7.63%-10.7pp |
| Employer contribution / active EE | $7,986 | $2,028+293.7% | $2,722+193.4% | $2,381+235.4% |
| Participant deferral / active EE | $4,626 | $2,546+81.7% | $3,402+36.0% | $3,470+33.3% |
| Admin fee / account holder | $1,661 | $3,005-44.7% | $3,590-53.7% | $4,888-66.0% |