Filed December 10, 2002
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,972 | $53,127+353.6% | $86,590+178.3% | $70,131+243.6% |
| Participation rate | 89.3% | 65.3%+24.0pp | 73.5%+15.7pp | 69.5%+19.7pp |
| Annual return | 12.39% | 27.66%-15.3pp | 964.84%-952.5pp | 73.14%-60.8pp |
| Employer contribution / active EE | $5,574 | $2,068+169.5% | $2,839+96.3% | $2,342+138.0% |
| Participant deferral / active EE | $4,182 | $2,696+55.1% | $3,609+15.9% | $3,332+25.5% |
| Admin fee / account holder | $78,081 | $3,585+2077.7% | $4,906+1491.7% | $4,645+1580.9% |