Filed February 8, 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 | $220,315 | $152,587+44.4% | $125,175+76.0% | $152,861+44.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 2.59% | 54.84%-52.3pp | 43.79%-41.2pp | 345.32%-342.7pp |
| Employer contribution / active EE | $11,058 | $4,946+123.6% | $3,865+186.1% | $4,762+132.2% |
| Participant deferral / active EE | $11,029 | $5,868+88.0% | $4,937+123.4% | $5,850+88.5% |
| Admin fee / account holder | $360 | $13,434-97.3% | $9,702-96.3% | $11,596-96.9% |