Filed October 1, 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 | $103,951 | $85,766+21.2% | $136,294-23.7% | $70,131+48.2% |
| Participation rate | 79.6% | 74.2%+5.5pp | 81.9%-2.3pp | 69.5%+10.1pp |
| Annual return | 17.94% | 31.45%-13.5pp | 5155.94%-5138.0pp | 73.14%-55.2pp |
| Employer contribution / active EE | $693 | $2,966-76.6% | $4,695-85.2% | $2,342-70.4% |
| Participant deferral / active EE | $4,942 | $5,051-2.2% | $6,247-20.9% | $3,332+48.3% |
| Admin fee / account holder | $4,848 | $5,420-10.6% | $9,243-47.6% | $4,645+4.4% |