Filed December 27, 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 | $193,589 | $148,978+29.9% | $200,582-3.5% | $84,808+128.3% |
| Participation rate | 77.1% | 84.2%-7.1pp | 86.9%-9.7pp | 68.3%+8.8pp |
| Annual return | 25.45% | 28.16%-2.7pp | 42.33%-16.9pp | 40.90%-15.4pp |
| Employer contribution / active EE | $5,391 | $4,815+12.0% | $6,419-16.0% | $2,631+104.9% |
| Participant deferral / active EE | $9,631 | $7,142+34.9% | $9,331+3.2% | $4,212+128.7% |
| Admin fee / account holder | $3,226 | $13,977-76.9% | $16,305-80.2% | $7,344-56.1% |