Filed June 18, 2002 (most recent of 2 filings on file)
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.
Employer 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 | $98,236 | $171,865-42.8% | $149,718-34.4% | $147,584-33.4% |
| Participation rate | 88.9% | 88.2%+0.7pp | 87.1%+1.8pp | 82.8%+6.1pp |
| Annual return | 14.59% | 2113.22%-2098.6pp | 1501.63%-1487.0pp | 578.55%-564.0pp |
| Employer contribution / active EE | $1,151 | $6,275-81.7% | $5,445-78.9% | $4,876-76.4% |
| Participant deferral / active EE | $3,513 | $7,271-51.7% | $6,569-46.5% | $5,439-35.4% |
| Admin fee / account holder | $30,153 | $13,799+118.5% | $11,283+167.2% | $10,885+177.0% |