Filed February 26, 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 | $197,072 | $183,963+7.1% | $162,163+21.5% | $152,861+28.9% |
| Participation rate | 81.3% | 88.5%-7.3pp | 87.6%-6.3pp | 82.4%-1.2pp |
| Annual return | 28.44% | 150.76%-122.3pp | 115.59%-87.1pp | 345.32%-316.9pp |
| Employer contribution / active EE | $1,742 | $6,371-72.7% | $5,614-69.0% | $4,762-63.4% |
| Participant deferral / active EE | $5,283 | $8,034-34.2% | $7,298-27.6% | $5,850-9.7% |
| Admin fee / account holder | $9,617 | $13,121-26.7% | $10,843-11.3% | $11,596-17.1% |