Filed November 29, 2001
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,190 | $100,041-72.8% | $149,718-81.8% | $70,131-61.2% |
| Participation rate | 93.3% | 83.6%+9.7pp | 87.1%+6.3pp | 69.5%+23.8pp |
| Annual return | 13.17% | 27.43%-14.3pp | 1501.63%-1488.5pp | 73.14%-60.0pp |
| Employer contribution / active EE | $2,850 | $3,662-22.2% | $5,445-47.7% | $2,342+21.7% |
| Participant deferral / active EE | $1,120 | $4,983-77.5% | $6,569-82.9% | $3,332-66.4% |
| Admin fee / account holder | $8,618 | $8,286+4.0% | $11,283-23.6% | $4,645+85.5% |