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 | $182,631 | $99,020+84.4% | $86,590+110.9% | $147,584+23.7% |
| Participation rate | 95.7% | 76.3%+19.3pp | 73.5%+22.1pp | 82.8%+12.8pp |
| Annual return | 33.01% | 1312.34%-1279.3pp | 964.84%-931.8pp | 578.55%-545.5pp |
| Employer contribution / active EE | $9,225 | $3,132+194.6% | $2,839+224.9% | $4,876+89.2% |
| Participant deferral / active EE | $6,806 | $3,972+71.3% | $3,609+88.6% | $5,439+25.1% |
| Admin fee / account holder | $50,906 | $5,710+791.5% | $4,906+937.7% | $10,885+367.7% |