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 | $213,917 | $197,591+8.3% | $177,821+20.3% | $158,922+34.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.68% | 58.76%-46.1pp | 48.32%-35.6pp | 302.83%-290.1pp |
| Employer contribution / active EE | $2,440 | $6,697-63.6% | $5,918-58.8% | $4,761-48.8% |
| Participant deferral / active EE | $5,511 | $8,405-34.4% | $7,714-28.6% | $5,982-7.9% |
| Admin fee / account holder | $1,680 | $15,399-89.1% | $12,427-86.5% | $11,246-85.1% |