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 | $69,055 | $87,841-21.4% | $133,980-48.5% | $62,891+9.8% |
| Participation rate | 91.2% | 83.4%+7.8pp | 87.1%+4.1pp | 69.3%+21.9pp |
| Annual return | 20.58% | 12.05%+8.5pp | 29.30%-8.7pp | 20.14%+0.4pp |
| Employer contribution / active EE | $2,608 | $3,483-25.1% | $5,211-50.0% | $2,281+14.3% |
| Participant deferral / active EE | $4,527 | $4,812-5.9% | $6,282-27.9% | $3,203+41.3% |
| Admin fee / account holder | $1,039 | $5,371-80.7% | $9,324-88.9% | $4,296-75.8% |