Filed February 5, 2002 (most recent of 2 filings on file)
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $97,289 | $140,588-30.8% | $123,104-21.0% | $125,391-22.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.44% | 16.80%-18.2pp | 13.22%-14.7pp | 282.22%-283.7pp |
| Employer contribution / active EE | $8,402 | $6,041+39.1% | $5,151+63.1% | $4,866+72.7% |
| Participant deferral / active EE | $1,497 | $6,980-78.6% | $6,230-76.0% | $5,352-72.0% |
| Admin fee / account holder | $15,321 | $11,198+36.8% | $9,015+70.0% | $9,540+60.6% |