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 | $62,825 | $138,347-54.6% | $184,203-65.9% | $80,856-22.3% |
| Participation rate | 98.5% | 83.9%+14.6pp | 86.8%+11.7pp | 67.6%+30.9pp |
| Annual return | 13.66% | 20.02%-6.4pp | 28.81%-15.2pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,750 | $4,850-43.3% | $6,427-57.2% | $2,755-0.2% |
| Participant deferral / active EE | $6,038 | $7,071-14.6% | $9,131-33.9% | $4,296+40.6% |
| Admin fee / account holder | $2,965 | $10,483-71.7% | $13,901-78.7% | $6,918-57.1% |