Filed April 29, 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 | $112,829 | $198,466-43.1% | $170,442-33.8% | $147,584-23.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 6.91% | 257.29%-250.4pp | 205.93%-199.0pp | 578.55%-571.6pp |
| Employer contribution / active EE | $9,410 | $6,184+52.2% | $5,433+73.2% | $4,876+93.0% |
| Participant deferral / active EE | $2,854 | $5,629-49.3% | $4,939-42.2% | $5,439-47.5% |
| Admin fee / account holder | $163,298 | $16,852+869.0% | $13,880+1076.5% | $10,885+1400.2% |