Filed October 30, 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 | $92,057 | $153,772-40.1% | $133,980-31.3% | $273,961-66.4% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 4.84% | 36.51%-31.7pp | 29.30%-24.5pp | 41.45%-36.6pp |
| Employer contribution / active EE | $7,872 | $6,029+30.6% | $5,211+51.0% | $4,869+61.7% |
| Participant deferral / active EE | $4,792 | $6,958-31.1% | $6,282-23.7% | $5,287-9.4% |
| Admin fee / account holder | $7,796 | $11,765-33.7% | $9,324-16.4% | $10,132-23.1% |