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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,294 | $48,230-28.9% | $67,502-49.2% | $80,856-57.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 12.08% | 18.28%-6.2pp | 3512.12%-3500.0pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,254 | $2,020-37.9% | $2,731-54.1% | $2,755-54.5% |
| Participant deferral / active EE | $697 | $2,924-76.2% | $4,000-82.6% | $4,296-83.8% |
| Admin fee / account holder | $341 | $3,681-90.7% | $3,998-91.5% | $6,918-95.1% |