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 | $166,972 | $49,227+239.2% | $70,449+137.0% | $79,858+109.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 10.39% | 30.06%-19.7pp | 109.03%-98.6pp | 31.71%-21.3pp |
| Employer contribution / active EE | $9,361 | $2,099+346.0% | $2,737+242.1% | $2,471+278.8% |
| Participant deferral / active EE | $4,326 | $2,768+56.3% | $3,709+16.7% | $3,740+15.7% |
| Admin fee / account holder | $938 | $2,878-67.4% | $3,845-75.6% | $5,306-82.3% |