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 | $42,914 | $209,832-79.5% | $189,513-77.4% | $167,490-74.4% |
| Participation rate | 88.9% | 88.7%+0.2pp | 87.8%+1.1pp | 82.1%+6.8pp |
| Annual return | 18.85% | 748.27%-729.4pp | 555.15%-536.3pp | 478.56%-459.7pp |
| Employer contribution / active EE | $1,467 | $6,914-78.8% | $6,162-76.2% | $4,837-69.7% |
| Participant deferral / active EE | $869 | $8,935-90.3% | $8,221-89.4% | $6,341-86.3% |
| Admin fee / account holder | $376 | $14,293-97.4% | $12,045-96.9% | $12,309-96.9% |