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 | $192,105 | $53,822+256.9% | $75,696+153.8% | $85,850+123.8% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 13.48% | 24.54%-11.1pp | 104.53%-91.0pp | 318.53%-305.1pp |
| Employer contribution / active EE | $11,032 | $2,017+447.0% | $2,743+302.2% | $2,565+330.1% |
| Participant deferral / active EE | $4,842 | $2,895+67.2% | $3,821+26.7% | $3,952+22.5% |
| Admin fee / account holder | $14,034 | $3,343+319.8% | $3,619+287.8% | $6,260+124.2% |