Filed July 12, 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 | $97,295 | $84,233+15.5% | $170,442-42.9% | $70,131+38.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.34% | 23.06%-10.7pp | 205.93%-193.6pp | 73.14%-60.8pp |
| Employer contribution / active EE | $8,214 | $3,387+142.5% | $5,433+51.2% | $2,342+250.7% |
| Participant deferral / active EE | $4,908 | $3,086+59.1% | $4,939-0.6% | $3,332+47.3% |
| Admin fee / account holder | $827 | $5,698-85.5% | $13,880-94.0% | $4,645-82.2% |