Filed January 3, 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 | $229,535 | $96,635+137.5% | $86,612+165.0% | $139,434+64.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.10% | 106.41%-89.3pp | 591.07%-574.0pp | 372.94%-355.8pp |
| Employer contribution / active EE | $20,049 | $3,263+514.4% | $3,022+563.3% | $4,751+322.0% |
| Participant deferral / active EE | $16,888 | $4,836+249.2% | $4,438+280.6% | $6,710+151.7% |
| Admin fee / account holder | $377 | $6,408-94.1% | $5,614-93.3% | $11,403-96.7% |