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 | $110,567 | $74,089+49.2% | $133,980-17.5% | $55,167+100.4% |
| Participation rate | 90.2% | 84.3%+5.9pp | 87.1%+3.1pp | 69.0%+21.2pp |
| Annual return | 6.83% | 12.11%-5.3pp | 29.30%-22.5pp | 169.23%-162.4pp |
| Employer contribution / active EE | $2,346 | $3,064-23.4% | $5,211-55.0% | $1,963+19.5% |
| Participant deferral / active EE | $3,200 | $4,678-31.6% | $6,282-49.1% | $3,054+4.8% |
| Admin fee / account holder | $1,111 | $458+142.4% | $9,324-88.1% | $504+120.4% |