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 | $112,220 | $109,881+2.1% | $150,045-25.2% | $84,808+32.3% |
| Participation rate | 74.4% | 76.1%-1.7pp | 82.3%-7.9pp | 68.3%+6.1pp |
| Annual return | 14.55% | 28.25%-13.7pp | 62.55%-48.0pp | 40.90%-26.3pp |
| Employer contribution / active EE | $3,705 | $3,561+4.0% | $4,693-21.1% | $2,631+40.8% |
| Participant deferral / active EE | $10,690 | $6,636+61.1% | $7,997+33.7% | $4,212+153.8% |
| Admin fee / account holder | $20,510 | $8,568+139.4% | $13,435+52.7% | $7,344+179.3% |