Filed January 22, 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 | $107,355 | $48,076+123.3% | $78,689+36.4% | $62,891+70.7% |
| Participation rate | 96.8% | 65.2%+31.6pp | 73.6%+23.2pp | 69.3%+27.5pp |
| Annual return | 8.52% | 31.35%-22.8pp | 62.18%-53.7pp | 20.14%-11.6pp |
| Employer contribution / active EE | $4,572 | $2,015+126.9% | $2,851+60.4% | $2,281+100.4% |
| Participant deferral / active EE | $4,478 | $2,588+73.1% | $3,517+27.3% | $3,203+39.8% |
| Admin fee / account holder | $9,400 | $3,207+193.1% | $4,510+108.4% | $4,296+118.8% |