Filed March 29, 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 | $80,071 | $77,813+2.9% | $123,544-35.2% | $64,186+24.7% |
| Participation rate | 86.0% | 74.7%+11.3pp | 82.3%+3.8pp | 69.6%+16.5pp |
| Annual return | -7.98% | 12.48%-20.5pp | 119.20%-127.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $3,121 | $3,014+3.5% | $4,628-32.6% | $2,381+31.1% |
| Participant deferral / active EE | $8,116 | $5,240+54.9% | $6,426+26.3% | $3,470+133.9% |
| Admin fee / account holder | $4,810 | $5,519-12.8% | $9,284-48.2% | $4,888-1.6% |