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 | $153,853 | $45,073+241.3% | $69,455+121.5% | $72,985+110.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 15.72% | 22.65%-6.9pp | 28.97%-13.2pp | 81.00%-65.3pp |
| Employer contribution / active EE | $8,706 | $2,054+323.9% | $2,779+213.3% | $2,440+256.8% |
| Participant deferral / active EE | $4,342 | $2,602+66.9% | $3,535+22.8% | $3,607+20.4% |
| Admin fee / account holder | $8,748 | $3,056+186.3% | $3,839+127.9% | $5,124+70.7% |