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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,682 | $214,378-84.8% | $200,582-83.7% | $142,382-77.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.93% | 46.41%-29.5pp | 42.33%-25.4pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,714 | $6,841-75.0% | $6,419-73.3% | $4,299-60.1% |
| Participant deferral / active EE | $1,546 | $9,865-84.3% | $9,331-83.4% | $6,507-76.2% |
| Admin fee / account holder | $386 | $17,692-97.8% | $16,305-97.6% | $12,624-96.9% |