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 | $171,679 | $46,553+268.8% | $64,056+168.0% | $75,163+128.4% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 11.96% | 26.03%-14.1pp | 33.69%-21.7pp | 160.62%-148.7pp |
| Employer contribution / active EE | $12,048 | $1,974+510.4% | $2,747+338.7% | $2,670+351.3% |
| Participant deferral / active EE | $4,296 | $2,837+51.5% | $3,880+10.7% | $4,125+4.1% |
| Admin fee / account holder | $17,225 | $2,952+483.5% | $3,068+461.4% | $5,651+204.8% |