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 | $126,425 | $68,346+85.0% | $94,646+33.6% | $75,163+68.2% |
| Participation rate | 97.4% | 76.1%+21.3pp | 80.8%+16.6pp | 67.2%+30.2pp |
| Annual return | 29.86% | 616.93%-587.1pp | 156.71%-126.9pp | 160.62%-130.8pp |
| Employer contribution / active EE | $7,630 | $2,701+182.5% | $3,672+107.8% | $2,670+185.8% |
| Participant deferral / active EE | $12,928 | $6,537+97.8% | $7,418+74.3% | $4,125+213.4% |
| Admin fee / account holder | $14,144 | $5,326+165.6% | $7,231+95.6% | $5,651+150.3% |