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 | $63,844 | $73,004-12.5% | $90,749-29.6% | $68,494-6.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -21.78% | -13.81%-8.0pp | -12.16%-9.6pp | -7.84%-13.9pp |
| Employer contribution / active EE | $2,463 | $2,193+12.3% | $2,921-15.7% | $2,596-5.1% |
| Participant deferral / active EE | $3,180 | $3,627-12.3% | $4,564-30.3% | $4,027-21.0% |
| Admin fee / account holder | $13,475 | $5,896+128.5% | $8,445+59.6% | $5,403+149.4% |