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 | $201,713 | $100,852+100.0% | $90,404+123.1% | $158,922+26.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.42% | 1724.20%-1711.8pp | 1293.02%-1280.6pp | 302.83%-290.4pp |
| Employer contribution / active EE | $7,170 | $3,689+94.4% | $3,262+119.8% | $4,761+50.6% |
| Participant deferral / active EE | $17,907 | $4,348+311.9% | $3,963+351.8% | $5,982+199.3% |
| Admin fee / account holder | $678 | $6,501-89.6% | $5,611-87.9% | $11,246-94.0% |