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 | $166,097 | $42,894+287.2% | $60,874+172.9% | $68,494+142.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -10.75% | -13.98%+3.2pp | 16.90%-27.6pp | -7.84%-2.9pp |
| Employer contribution / active EE | $9,731 | $1,978+392.0% | $2,701+260.2% | $2,596+274.8% |
| Participant deferral / active EE | $4,705 | $2,867+64.1% | $3,817+23.3% | $4,027+16.8% |
| Admin fee / account holder | $4,555 | $3,101+46.9% | $3,224+41.3% | $5,403-15.7% |