Filed July 22, 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 | $56,786 | $110,094-48.4% | $151,611-62.5% | $68,494-17.1% |
| Participation rate | 83.0% | 84.0%-0.9pp | 87.5%-4.5pp | 67.9%+15.1pp |
| Annual return | -17.49% | -10.12%-7.4pp | 3.33%-20.8pp | -7.84%-9.7pp |
| Employer contribution / active EE | $3,028 | $4,471-32.3% | $6,166-50.9% | $2,596+16.6% |
| Participant deferral / active EE | $4,416 | $6,527-32.3% | $8,363-47.2% | $4,027+9.7% |
| Admin fee / account holder | $1,780 | $7,719-76.9% | $11,616-84.7% | $5,403-67.1% |