Filed October 30, 2002
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 | $75,892 | $60,124+26.2% | $90,404-16.1% | $79,858-5.0% |
| Participation rate | 89.2% | 65.0%+24.2pp | 72.7%+16.5pp | 69.6%+19.5pp |
| Annual return | 14.16% | 71.94%-57.8pp | 1293.02%-1278.9pp | 31.71%-17.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,220 | $2,938+43.6% | $3,963+6.5% | $3,740+12.8% |
| Admin fee / account holder | $1,366 | $3,976-65.7% | $5,611-75.7% | $5,306-74.3% |