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 | $51,638+362.1% | $68,368+249.0% | $82,448+189.4% |
| Participation rate | 97.5% | 63.6%+33.9pp | 73.8%+23.7pp | 68.1%+29.4pp |
| Annual return | 9.85% | 37.53%-27.7pp | 292.57%-282.7pp | 41.64%-31.8pp |
| Employer contribution / active EE | $10,717 | $2,047+423.7% | $2,649+304.6% | $2,551+320.1% |
| Participant deferral / active EE | $11,994 | $2,914+311.7% | $4,123+190.9% | $4,139+189.8% |
| Admin fee / account holder | $50,680 | $4,643+991.4% | $5,150+884.1% | $7,234+600.6% |