Filed January 31, 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 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 | $183,920 | $90,503+103.2% | $78,689+133.7% | $273,961-32.9% |
| Participation rate | 90.9% | 76.5%+14.4pp | 73.6%+17.3pp | 83.0%+7.9pp |
| Annual return | 10.92% | 75.60%-64.7pp | 62.18%-51.3pp | 41.45%-30.5pp |
| Employer contribution / active EE | $9,492 | $3,176+198.9% | $2,851+233.0% | $4,869+94.9% |
| Participant deferral / active EE | $7,511 | $3,901+92.5% | $3,517+113.6% | $5,287+42.1% |
| Admin fee / account holder | $13,940 | $5,263+164.9% | $4,510+209.1% | $10,132+37.6% |