Filed October 9, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,170 | $153,772-65.4% | $133,980-60.3% | $273,961-80.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 3.24% | 36.51%-33.3pp | 29.30%-26.1pp | 41.45%-38.2pp |
| Employer contribution / active EE | $2,247 | $6,029-62.7% | $5,211-56.9% | $4,869-53.9% |
| Participant deferral / active EE | $7,910 | $6,958+13.7% | $6,282+25.9% | $5,287+49.6% |
| Admin fee / account holder | $6,632 | $11,765-43.6% | $9,324-28.9% | $10,132-34.5% |