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.)
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 | $21,564 | $110,094-80.4% | $151,611-85.8% | $68,494-68.5% |
| Participation rate | 95.7% | 84.0%+11.8pp | 87.5%+8.2pp | 67.9%+27.9pp |
| Annual return | -1.86% | -10.12%+8.3pp | 3.33%-5.2pp | -7.84%+6.0pp |
| Employer contribution / active EE | $1,915 | $4,471-57.2% | $6,166-68.9% | $2,596-26.2% |
| Participant deferral / active EE | $0 | $6,527-100.0% | $8,363-100.0% | $4,027-100.0% |
| Admin fee / account holder | $4,260 | $7,719-44.8% | $11,616-63.3% | $5,403-21.2% |