Filed January 17, 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 | $106,702 | $93,571+14.0% | $135,903-21.5% | $75,163+42.0% |
| Participation rate | 83.6% | 75.2%+8.5pp | 81.9%+1.7pp | 67.2%+16.4pp |
| Annual return | 18.78% | 30.90%-12.1pp | 68.23%-49.5pp | 160.62%-141.8pp |
| Employer contribution / active EE | $3,015 | $3,537-14.7% | $4,856-37.9% | $2,670+12.9% |
| Participant deferral / active EE | $11,062 | $6,404+72.7% | $7,758+42.6% | $4,125+168.2% |
| Admin fee / account holder | $1,627 | $6,975-76.7% | $10,762-84.9% | $5,651-71.2% |