Filed November 21, 2002 (most recent of 2 filings on file)
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 | $69,629 | $94,529-26.3% | $140,016-50.3% | $64,186+8.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -4.72% | 7.77%-12.5pp | 651.12%-655.8pp | 7.63%-12.4pp |
| Employer contribution / active EE | $3,536 | $3,812-7.2% | $5,606-36.9% | $2,381+48.5% |
| Participant deferral / active EE | $4,099 | $5,250-21.9% | $6,927-40.8% | $3,470+18.1% |
| Admin fee / account holder | $12,135 | $6,741+80.0% | $10,705+13.4% | $4,888+148.3% |