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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,419 | $185,822-88.5% | $169,993-87.4% | $139,434-84.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.63% | 60.50%-39.9pp | 53.37%-32.7pp | 372.94%-352.3pp |
| Employer contribution / active EE | $1,795 | $7,590-76.4% | $6,785-73.5% | $4,751-62.2% |
| Participant deferral / active EE | $1,427 | $11,622-87.7% | $10,408-86.3% | $6,710-78.7% |
| Admin fee / account holder | $24,956 | $15,381+62.3% | $12,815+94.7% | $11,403+118.9% |