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 | $241,297 | $54,762+340.6% | $90,281+167.3% | $72,985+230.6% |
| Participation rate | 86.4% | 65.1%+21.2pp | 73.3%+13.1pp | 69.5%+16.9pp |
| Annual return | 23.47% | 30.63%-7.2pp | 78.10%-54.6pp | 81.00%-57.5pp |
| Employer contribution / active EE | $8,628 | $2,092+312.3% | $2,854+202.3% | $2,440+253.6% |
| Participant deferral / active EE | $5,716 | $2,887+98.0% | $3,885+47.1% | $3,607+58.5% |
| Admin fee / account holder | $1,233 | $3,972-69.0% | $5,351-77.0% | $5,124-75.9% |