Filed January 3, 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 | $91,919 | $87,733+4.8% | $106,548-13.7% | $85,850+7.1% |
| Participation rate | 96.9% | 71.9%+24.9pp | 76.1%+20.7pp | 69.3%+27.6pp |
| Annual return | 9.13% | 21.86%-12.7pp | 26.80%-17.7pp | 318.53%-309.4pp |
| Employer contribution / active EE | $2,508 | $2,073+21.0% | $2,819-11.0% | $2,565-2.2% |
| Participant deferral / active EE | $3,061 | $3,469-11.8% | $4,398-30.4% | $3,952-22.5% |
| Admin fee / account holder | $11,547 | $6,767+70.6% | $7,407+55.9% | $6,260+84.5% |