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 | $187,571 | $48,230+288.9% | $67,502+177.9% | $80,856+132.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 12.35% | 18.28%-5.9pp | 3512.12%-3499.8pp | 35.59%-23.2pp |
| Employer contribution / active EE | $12,531 | $2,020+520.5% | $2,731+358.9% | $2,755+354.9% |
| Participant deferral / active EE | $4,240 | $2,924+45.0% | $4,000+6.0% | $4,296-1.3% |
| Admin fee / account holder | $14,193 | $3,681+285.6% | $3,998+255.0% | $6,918+105.2% |