Filed February 8, 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 | $41,857 | $110,094-62.0% | $151,611-72.4% | $68,494-38.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -14.07% | -10.12%-4.0pp | 3.33%-17.4pp | -7.84%-6.2pp |
| Employer contribution / active EE | $2,975 | $4,471-33.5% | $6,166-51.8% | $2,596+14.6% |
| Participant deferral / active EE | $3,195 | $6,527-51.0% | $8,363-61.8% | $4,027-20.7% |
| Admin fee / account holder | $707 | $7,719-90.8% | $11,616-93.9% | $5,403-86.9% |