Filed August 19, 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 | $43,427 | $125,758-65.5% | $169,993-74.5% | $75,163-42.2% |
| Participation rate | 93.6% | 83.6%+10.0pp | 87.0%+6.6pp | 67.2%+26.4pp |
| Annual return | 17.34% | 27.20%-9.9pp | 53.37%-36.0pp | 160.62%-143.3pp |
| Employer contribution / active EE | $2,479 | $4,615-46.3% | $6,785-63.5% | $2,670-7.1% |
| Participant deferral / active EE | $5,365 | $6,837-21.5% | $10,408-48.5% | $4,125+30.0% |
| Admin fee / account holder | $4,409 | $8,173-46.1% | $12,815-65.6% | $5,651-22.0% |