Filed September 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.
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 | $179,155 | $96,635+85.4% | $86,612+106.8% | $139,434+28.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 10.17% | 106.41%-96.2pp | 591.07%-580.9pp | 372.94%-362.8pp |
| Employer contribution / active EE | $6,930 | $3,263+112.4% | $3,022+129.3% | $4,751+45.9% |
| Participant deferral / active EE | $2,785 | $4,836-42.4% | $4,438-37.2% | $6,710-58.5% |
| Admin fee / account holder | $9,738 | $6,408+52.0% | $5,614+73.5% | $11,403-14.6% |