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 | $86,086 | $167,484-48.6% | $151,611-43.2% | $134,475-36.0% |
| Participation rate | 71.4% | 88.4%-17.0pp | 87.5%-16.1pp | 81.2%-9.8pp |
| Annual return | -4.92% | 7.80%-12.7pp | 3.33%-8.2pp | 417.96%-422.9pp |
| Employer contribution / active EE | $5,885 | $6,829-13.8% | $6,166-4.6% | $4,740+24.2% |
| Participant deferral / active EE | $5,628 | $8,986-37.4% | $8,363-32.7% | $6,400-12.1% |
| Admin fee / account holder | $6,875 | $13,783-50.1% | $11,616-40.8% | $11,426-39.8% |