Filed March 8, 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 | $136,277 | $146,267-6.8% | $197,124-30.9% | $82,448+65.3% |
| Participation rate | 92.0% | 84.0%+8.0pp | 86.7%+5.3pp | 68.1%+23.9pp |
| Annual return | 13.84% | 29.61%-15.8pp | 44.34%-30.5pp | 41.64%-27.8pp |
| Employer contribution / active EE | $2,518 | $4,723-46.7% | $6,227-59.6% | $2,551-1.3% |
| Participant deferral / active EE | $4,695 | $7,035-33.3% | $9,135-48.6% | $4,139+13.4% |
| Admin fee / account holder | $8,452 | $14,422-41.4% | $16,298-48.1% | $7,234+16.8% |