Filed October 22, 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 | $73,319 | $160,055-54.2% | $140,016-47.6% | $135,375-45.8% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.5%0pp | 82.6%+4.9pp |
| Annual return | -0.45% | 911.38%-911.8pp | 651.12%-651.6pp | 519.73%-520.2pp |
| Employer contribution / active EE | $2,450 | $6,420-61.8% | $5,606-56.3% | $4,779-48.7% |
| Participant deferral / active EE | $3,543 | $7,642-53.6% | $6,927-48.8% | $5,609-36.8% |
| Admin fee / account holder | $23,475 | $13,328+76.1% | $10,705+119.3% | $10,827+116.8% |