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 | $117,163 | $77,503+51.2% | $100,391+16.7% | $80,856+44.9% |
| Participation rate | 93.5% | 76.9%+16.5pp | 81.5%+12.0pp | 67.6%+25.8pp |
| Annual return | 19.93% | 37.20%-17.3pp | 49.20%-29.3pp | 35.59%-15.7pp |
| Employer contribution / active EE | $7,760 | $2,801+177.1% | $3,942+96.9% | $2,755+181.7% |
| Participant deferral / active EE | $11,798 | $6,820+73.0% | $8,082+46.0% | $4,296+174.7% |
| Admin fee / account holder | $25,368 | $5,897+330.2% | $7,899+221.2% | $6,918+266.7% |