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 | $228,454 | $162,781+40.3% | $133,956+70.5% | $158,922+43.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -6.65% | 41.94%-48.6pp | 45.09%-51.7pp | 302.83%-309.5pp |
| Employer contribution / active EE | $11,308 | $4,975+127.3% | $3,919+188.6% | $4,761+137.5% |
| Participant deferral / active EE | $11,482 | $5,911+94.2% | $5,048+127.5% | $5,982+91.9% |
| Admin fee / account holder | $371 | $11,736-96.8% | $8,927-95.8% | $11,246-96.7% |