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 | $184,329 | $217,402-15.2% | $185,823-0.8% | $167,490+10.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.69% | 148.36%-139.7pp | 122.05%-113.4pp | 478.56%-469.9pp |
| Employer contribution / active EE | $9,679 | $5,873+64.8% | $5,167+87.3% | $4,837+100.1% |
| Participant deferral / active EE | $4,937 | $6,356-22.3% | $5,568-11.3% | $6,341-22.1% |
| Admin fee / account holder | $18,494 | $19,811-6.6% | $16,237+13.9% | $12,309+50.3% |