Filed August 23, 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 | $103,106 | $70,667+45.9% | $123,104-16.2% | $52,331+97.0% |
| Participation rate | 86.3% | 83.7%+2.6pp | 86.8%-0.5pp | 68.1%+18.2pp |
| Annual return | 0.96% | 6.23%-5.3pp | 13.22%-12.3pp | 4.54%-3.6pp |
| Employer contribution / active EE | $2,359 | $2,946-19.9% | $5,151-54.2% | $1,882+25.3% |
| Participant deferral / active EE | $3,170 | $4,493-29.4% | $6,230-49.1% | $3,022+4.9% |
| Admin fee / account holder | $5,408 | $506+967.7% | $9,015-40.0% | $592+814.1% |