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 | $95,353 | $160,055-40.4% | $140,016-31.9% | $135,375-29.6% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -1.01% | 911.38%-912.4pp | 651.12%-652.1pp | 519.73%-520.7pp |
| Employer contribution / active EE | $1,312 | $6,420-79.6% | $5,606-76.6% | $4,779-72.5% |
| Participant deferral / active EE | $2,736 | $7,642-64.2% | $6,927-60.5% | $5,609-51.2% |
| Admin fee / account holder | $105,724 | $13,328+693.2% | $10,705+887.6% | $10,827+876.5% |