Filed October 15, 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 | $32,347 | $81,632-60.4% | $70,449-54.1% | $158,922-79.6% |
| Participation rate | 87.0% | 77.7%+9.2pp | 75.1%+11.9pp | 82.0%+5.0pp |
| Annual return | 16.01% | 208.40%-192.4pp | 109.03%-93.0pp | 302.83%-286.8pp |
| Employer contribution / active EE | $6,363 | $3,217+97.8% | $2,737+132.5% | $4,761+33.6% |
| Participant deferral / active EE | $34 | $4,554-99.2% | $3,709-99.1% | $5,982-99.4% |
| Admin fee / account holder | $3,062 | $6,193-50.6% | $3,845-20.4% | $11,246-72.8% |