Filed June 25, 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 | $62,267 | $94,529-34.1% | $140,016-55.5% | $64,186-3.0% |
| Participation rate | 92.0% | 84.1%+7.9pp | 87.5%+4.5pp | 69.6%+22.4pp |
| Annual return | 1.40% | 7.77%-6.4pp | 651.12%-649.7pp | 7.63%-6.2pp |
| Employer contribution / active EE | $2,200 | $3,812-42.3% | $5,606-60.8% | $2,381-7.6% |
| Participant deferral / active EE | $5,197 | $5,250-1.0% | $6,927-25.0% | $3,470+49.8% |
| Admin fee / account holder | $6,749 | $6,741+0.1% | $10,705-37.0% | $4,888+38.1% |