Filed January 2, 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 | $198,920 | $226,064-12.0% | $182,532+9.0% | $152,861+30.1% |
| Participation rate | 95.7% | 82.5%+13.2pp | 78.0%+17.7pp | 82.4%+13.2pp |
| Annual return | 30.24% | 192.51%-162.3pp | 148.54%-118.3pp | 345.32%-315.1pp |
| Employer contribution / active EE | $7,606 | $4,978+52.8% | $4,076+86.6% | $4,762+59.7% |
| Participant deferral / active EE | $10,989 | $6,368+72.6% | $5,524+98.9% | $5,850+87.8% |
| Admin fee / account holder | $492 | $10,703-95.4% | $8,592-94.3% | $11,596-95.8% |