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 | $94,918 | $77,813+22.0% | $123,544-23.2% | $64,186+47.9% |
| Participation rate | 72.6% | 74.7%-2.1pp | 82.3%-9.7pp | 69.6%+3.0pp |
| Annual return | -6.63% | 12.48%-19.1pp | 119.20%-125.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $612 | $3,014-79.7% | $4,628-86.8% | $2,381-74.3% |
| Participant deferral / active EE | $4,324 | $5,240-17.5% | $6,426-32.7% | $3,470+24.6% |
| Admin fee / account holder | $1,001 | $5,519-81.9% | $9,284-89.2% | $4,888-79.5% |