Filed September 30, 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 | $238,625 | $54,705+336.2% | $71,209+235.1% | $84,808+181.4% |
| Participation rate | 97.5% | 64.1%+33.4pp | 73.8%+23.7pp | 68.3%+29.2pp |
| Annual return | 9.85% | 35.90%-26.0pp | 282.51%-272.7pp | 40.90%-31.0pp |
| Employer contribution / active EE | $10,717 | $2,158+396.6% | $2,721+293.9% | $2,631+307.3% |
| Participant deferral / active EE | $11,994 | $3,030+295.8% | $4,175+187.3% | $4,212+184.8% |
| Admin fee / account holder | $50,680 | $4,863+942.1% | $5,349+847.5% | $7,344+590.1% |