Filed March 21, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,477 | $60,124-7.7% | $90,404-38.6% | $79,858-30.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 10.02% | 71.94%-61.9pp | 1293.02%-1283.0pp | 31.71%-21.7pp |
| Employer contribution / active EE | $241 | $2,068-88.3% | $3,262-92.6% | $2,471-90.2% |
| Participant deferral / active EE | $791 | $2,938-73.1% | $3,963-80.0% | $3,740-78.9% |
| Admin fee / account holder | $15,455 | $3,976+288.7% | $5,611+175.4% | $5,306+191.3% |