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 | $242,249 | $209,832+15.4% | $189,513+27.8% | $167,490+44.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.25% | 748.27%-738.0pp | 555.15%-544.9pp | 478.56%-468.3pp |
| Employer contribution / active EE | $2,846 | $6,914-58.8% | $6,162-53.8% | $4,837-41.2% |
| Participant deferral / active EE | $6,429 | $8,935-28.0% | $8,221-21.8% | $6,341+1.4% |
| Admin fee / account holder | $3,437 | $14,293-76.0% | $12,045-71.5% | $12,309-72.1% |