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 | $133,691 | $98,750+35.4% | $149,696-10.7% | $79,858+67.4% |
| Participation rate | 95.2% | 75.8%+19.5pp | 82.5%+12.8pp | 69.6%+25.6pp |
| Annual return | 17.61% | 27.43%-9.8pp | 276.60%-259.0pp | 31.71%-14.1pp |
| Employer contribution / active EE | $4,310 | $3,216+34.0% | $4,644-7.2% | $2,471+74.4% |
| Participant deferral / active EE | $9,970 | $5,680+75.5% | $6,842+45.7% | $3,740+166.6% |
| Admin fee / account holder | $806 | $6,053-86.7% | $9,309-91.3% | $5,306-84.8% |