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 | $128,853 | $89,739+43.6% | $149,718-13.9% | $62,292+106.9% |
| Participation rate | 85.3% | 85.1%+0.2pp | 87.1%-1.7pp | 69.5%+15.8pp |
| Annual return | 16.51% | 21.01%-4.5pp | 1501.63%-1485.1pp | 28.90%-12.4pp |
| Employer contribution / active EE | $2,354 | $3,233-27.2% | $5,445-56.8% | $2,042+15.3% |
| Participant deferral / active EE | $3,462 | $4,797-27.8% | $6,569-47.3% | $3,169+9.3% |
| Admin fee / account holder | $1,414 | $551+156.5% | $11,283-87.5% | $479+194.9% |