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 | $69,886 | $54,350+28.6% | $82,719-15.5% | $68,494+2.0% |
| Participation rate | 87.3% | 63.9%+23.4pp | 72.6%+14.7pp | 67.9%+19.4pp |
| Annual return | -11.57% | -13.67%+2.1pp | 701.18%-712.7pp | -7.84%-3.7pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,212 | $3,246+122.2% | $4,395+64.1% | $4,027+79.1% |
| Admin fee / account holder | $7,869 | $4,395+79.0% | $5,329+47.7% | $5,403+45.7% |