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 | $61,429 | $138,347-55.6% | $184,203-66.7% | $80,856-24.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 26.69% | 20.02%+6.7pp | 28.81%-2.1pp | 35.59%-8.9pp |
| Employer contribution / active EE | $3,397 | $4,850-30.0% | $6,427-47.1% | $2,755+23.3% |
| Participant deferral / active EE | $3,613 | $7,071-48.9% | $9,131-60.4% | $4,296-15.9% |
| Admin fee / account holder | $2,580 | $10,483-75.4% | $13,901-81.4% | $6,918-62.7% |