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 | $62,440 | $87,013-28.2% | $106,213-41.2% | $80,856-22.8% |
| Participation rate | 96.8% | 70.4%+26.3pp | 75.3%+21.5pp | 67.6%+29.1pp |
| Annual return | 8.06% | 17.05%-9.0pp | 116.14%-108.1pp | 35.59%-27.5pp |
| Employer contribution / active EE | $2,428 | $2,395+1.4% | $3,171-23.4% | $2,755-11.9% |
| Participant deferral / active EE | $3,601 | $3,986-9.7% | $5,016-28.2% | $4,296-16.2% |
| Admin fee / account holder | $15,756 | $8,431+86.9% | $11,033+42.8% | $6,918+127.8% |