Filed December 24, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,115 | $76,000-89.3% | $154,107-94.7% | $64,186-87.4% |
| Participation rate | 73.0% | 70.4%+2.6pp | 83.0%-10.1pp | 69.6%+3.4pp |
| Annual return | 10.29% | 30.32%-20.0pp | 735.12%-724.8pp | 7.63%+2.7pp |
| Employer contribution / active EE | $1,358 | $3,351-59.5% | $5,298-74.4% | $2,381-43.0% |
| Participant deferral / active EE | $222 | $3,175-93.0% | $5,081-95.6% | $3,470-93.6% |
| Admin fee / account holder | $3,347 | $5,596-40.2% | $13,411-75.0% | $4,888-31.5% |