Filed January 22, 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 8-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.
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 | $199,456 | $76,912+159.3% | $129,110+54.5% | $68,494+191.2% |
| Participation rate | 100.0% | 69.1%+30.9pp | 77.3%+22.7pp | 67.9%+32.1pp |
| Annual return | -20.74% | -9.78%-11.0pp | -10.94%-9.8pp | -7.84%-12.9pp |
| Employer contribution / active EE | $8,314 | $3,243+156.4% | $5,052+64.6% | $2,596+220.2% |
| Participant deferral / active EE | $4,848 | $4,732+2.4% | $6,542-25.9% | $4,027+20.4% |
| Admin fee / account holder | $7,162 | $6,638+7.9% | $14,302-49.9% | $5,403+32.6% |