Filed March 26, 2002 (most recent of 2 filings on file)
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 | $193,953 | $49,177+294.4% | $79,464+144.1% | $64,186+202.2% |
| Participation rate | 83.0% | 65.0%+17.9pp | 73.3%+9.6pp | 69.6%+13.4pp |
| Annual return | -5.28% | -1.16%-4.1pp | 718.14%-723.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $6,779 | $2,076+226.5% | $2,800+142.1% | $2,381+184.7% |
| Participant deferral / active EE | $4,802 | $2,821+70.2% | $3,704+29.6% | $3,470+38.4% |
| Admin fee / account holder | $2,585 | $3,839-32.7% | $5,113-49.4% | $4,888-47.1% |