Filed November 26, 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 | $37,624 | $95,416-60.6% | $185,823-79.8% | $85,850-56.2% |
| Participation rate | 71.6% | 68.8%+2.9pp | 81.7%-10.1pp | 69.3%+2.3pp |
| Annual return | 15.87% | 23.59%-7.7pp | 122.05%-106.2pp | 318.53%-302.7pp |
| Employer contribution / active EE | $3,079 | $3,314-7.1% | $5,167-40.4% | $2,565+20.0% |
| Participant deferral / active EE | $0 | $3,423-100.0% | $5,568-100.0% | $3,952-100.0% |
| Admin fee / account holder | $12,936 | $7,213+79.4% | $16,237-20.3% | $6,260+106.7% |