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 | $95,131 | $109,359-13.0% | $162,163-41.3% | $72,985+30.3% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 26.98% | 25.46%+1.5pp | 115.59%-88.6pp | 81.00%-54.0pp |
| Employer contribution / active EE | $4,141 | $3,907+6.0% | $5,614-26.2% | $2,440+69.7% |
| Participant deferral / active EE | $4,781 | $5,481-12.8% | $7,298-34.5% | $3,607+32.5% |
| Admin fee / account holder | $3,864 | $7,972-51.5% | $10,843-64.4% | $5,124-24.6% |