Filed August 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 | $173,521 | $171,865+1.0% | $149,718+15.9% | $147,584+17.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 10.28% | 2113.22%-2102.9pp | 1501.63%-1491.4pp | 578.55%-568.3pp |
| Employer contribution / active EE | $3,353 | $6,275-46.6% | $5,445-38.4% | $4,876-31.2% |
| Participant deferral / active EE | $6,611 | $7,271-9.1% | $6,569+0.6% | $5,439+21.6% |
| Admin fee / account holder | $1,680 | $13,799-87.8% | $11,283-85.1% | $10,885-84.6% |