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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,825 | $57,281-18.3% | $86,612-45.9% | $75,163-37.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 11.21% | 2670.75%-2659.5pp | 591.07%-579.9pp | 160.62%-149.4pp |
| Employer contribution / active EE | $238 | $2,314-89.7% | $3,022-92.1% | $2,670-91.1% |
| Participant deferral / active EE | $315 | $3,318-90.5% | $4,438-92.9% | $4,125-92.4% |
| Admin fee / account holder | $12,299 | $4,112+199.1% | $5,614+119.1% | $5,651+117.7% |