Filed December 2, 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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,414 | $53,822-24.9% | $75,696-46.6% | $85,850-52.9% |
| Participation rate | 97.5% | 69.1%+28.4pp | 74.8%+22.7pp | 69.3%+28.2pp |
| Annual return | 11.19% | 24.54%-13.4pp | 104.53%-93.3pp | 318.53%-307.3pp |
| Employer contribution / active EE | $1,121 | $2,017-44.4% | $2,743-59.1% | $2,565-56.3% |
| Participant deferral / active EE | $750 | $2,895-74.1% | $3,821-80.4% | $3,952-81.0% |
| Admin fee / account holder | $608 | $3,343-81.8% | $3,619-83.2% | $6,260-90.3% |