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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,778 | $183,963-80.6% | $162,163-77.9% | $152,861-76.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 17.38% | 150.76%-133.4pp | 115.59%-98.2pp | 345.32%-327.9pp |
| Employer contribution / active EE | $945 | $6,371-85.2% | $5,614-83.2% | $4,762-80.1% |
| Participant deferral / active EE | $632 | $8,034-92.1% | $7,298-91.3% | $5,850-89.2% |
| Admin fee / account holder | $22,188 | $13,121+69.1% | $10,843+104.6% | $11,596+91.3% |