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 | $51,359 | $125,758-59.2% | $169,993-69.8% | $75,163-31.7% |
| Participation rate | 96.6% | 83.6%+13.0pp | 87.0%+9.6pp | 67.2%+29.4pp |
| Annual return | 18.42% | 27.20%-8.8pp | 53.37%-35.0pp | 160.62%-142.2pp |
| Employer contribution / active EE | $3,244 | $4,615-29.7% | $6,785-52.2% | $2,670+21.5% |
| Participant deferral / active EE | $3,530 | $6,837-48.4% | $10,408-66.1% | $4,125-14.4% |
| Admin fee / account holder | $6,080 | $8,173-25.6% | $12,815-52.6% | $5,651+7.6% |