Filed March 15, 2002 (most recent of 2 filings on file)
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 | $144,345 | $77,145+87.1% | $108,410+33.1% | $85,850+68.1% |
| Participation rate | 97.9% | 74.7%+23.2pp | 80.1%+17.7pp | 69.3%+28.6pp |
| Annual return | 16.30% | 44.54%-28.2pp | 905.27%-889.0pp | 318.53%-302.2pp |
| Employer contribution / active EE | $6,942 | $2,379+191.7% | $3,558+95.1% | $2,565+170.6% |
| Participant deferral / active EE | $11,459 | $5,566+105.9% | $6,563+74.6% | $3,952+190.0% |
| Admin fee / account holder | $15,681 | $5,172+203.2% | $7,295+115.0% | $6,260+150.5% |