Filed August 1, 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 | $91,091 | $138,347-34.2% | $184,203-50.5% | $80,856+12.7% |
| Participation rate | 86.2% | 83.9%+2.3pp | 86.8%-0.6pp | 67.6%+18.5pp |
| Annual return | 12.67% | 20.02%-7.3pp | 28.81%-16.1pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,722 | $4,850-43.9% | $6,427-57.7% | $2,755-1.2% |
| Participant deferral / active EE | $3,138 | $7,071-55.6% | $9,131-65.6% | $4,296-26.9% |
| Admin fee / account holder | $9,238 | $10,483-11.9% | $13,901-33.5% | $6,918+33.5% |