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 | $146,360 | $98,982+47.9% | $162,163-9.7% | $65,185+124.5% |
| Participation rate | 85.3% | 85.8%-0.5pp | 87.6%-2.2pp | 70.2%+15.1pp |
| Annual return | 23.21% | 24.84%-1.6pp | 115.59%-92.4pp | 29.38%-6.2pp |
| Employer contribution / active EE | $2,486 | $3,467-28.3% | $5,614-55.7% | $2,177+14.2% |
| Participant deferral / active EE | $3,624 | $5,384-32.7% | $7,298-50.3% | $3,514+3.1% |
| Admin fee / account holder | $7,836 | $596+1213.9% | $10,843-27.7% | $847+825.0% |