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 | $89,990 | $91,190-1.3% | $178,490-49.6% | $79,858+12.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.75% | 24.19%-9.4pp | 151.07%-136.3pp | 31.71%-17.0pp |
| Employer contribution / active EE | $4,195 | $3,256+28.9% | $5,011-16.3% | $2,471+69.8% |
| Participant deferral / active EE | $5,892 | $3,236+82.1% | $5,202+13.3% | $3,740+57.5% |
| Admin fee / account holder | $7,001 | $6,751+3.7% | $13,984-49.9% | $5,306+31.9% |