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 | $109,460 | $138,347-20.9% | $184,203-40.6% | $80,856+35.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 13.87% | 20.02%-6.2pp | 28.81%-14.9pp | 35.59%-21.7pp |
| Employer contribution / active EE | $5,865 | $4,850+20.9% | $6,427-8.7% | $2,755+112.9% |
| Participant deferral / active EE | $6,236 | $7,071-11.8% | $9,131-31.7% | $4,296+45.2% |
| Admin fee / account holder | $13,000 | $10,483+24.0% | $13,901-6.5% | $6,918+87.9% |