Filed February 2, 2002 (most recent of 3 filings on file)
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 | $107,624 | $87,013+23.7% | $106,213+1.3% | $80,856+33.1% |
| Participation rate | 78.2% | 70.4%+7.7pp | 75.3%+2.9pp | 67.6%+10.5pp |
| Annual return | 3.23% | 17.05%-13.8pp | 116.14%-112.9pp | 35.59%-32.4pp |
| Employer contribution / active EE | $9,014 | $2,395+276.3% | $3,171+184.2% | $2,755+227.2% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,016-100.0% | $4,296-100.0% |
| Admin fee / account holder | $7,247 | $8,431-14.0% | $11,033-34.3% | $6,918+4.8% |