Filed June 28, 2002 (most recent of 3 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,386 | $109,359-71.3% | $162,163-80.6% | $72,985-57.0% |
| Participation rate | 87.9% | 84.3%+3.7pp | 87.6%+0.4pp | 69.5%+18.4pp |
| Annual return | 7.30% | 25.46%-18.2pp | 115.59%-108.3pp | 81.00%-73.7pp |
| Employer contribution / active EE | $1,978 | $3,907-49.4% | $5,614-64.8% | $2,440-18.9% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,298-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,218 | $7,972-84.7% | $10,843-88.8% | $5,124-76.2% |