Filed September 16, 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 | $161,223 | $99,020+62.8% | $86,590+86.2% | $147,584+9.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.99% | 1312.34%-1298.3pp | 964.84%-950.8pp | 578.55%-564.6pp |
| Employer contribution / active EE | $3,685 | $3,132+17.7% | $2,839+29.8% | $4,876-24.4% |
| Participant deferral / active EE | $8,203 | $3,972+106.5% | $3,609+127.3% | $5,439+50.8% |
| Admin fee / account holder | $664 | $5,710-88.4% | $4,906-86.5% | $10,885-93.9% |