Filed December 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 9-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 | $87,469 | $76,000+15.1% | $154,107-43.2% | $64,186+36.3% |
| Participation rate | 95.6% | 70.4%+25.1pp | 83.0%+12.5pp | 69.6%+26.0pp |
| Annual return | -0.36% | 30.32%-30.7pp | 735.12%-735.5pp | 7.63%-8.0pp |
| Employer contribution / active EE | $3,851 | $3,351+14.9% | $5,298-27.3% | $2,381+61.7% |
| Participant deferral / active EE | $5,920 | $3,175+86.5% | $5,081+16.5% | $3,470+70.6% |
| Admin fee / account holder | $21,117 | $5,596+277.4% | $13,411+57.5% | $4,888+332.0% |