Filed February 21, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,825 | $94,529-6.0% | $140,016-36.6% | $64,186+38.4% |
| Participation rate | 90.4% | 84.1%+6.3pp | 87.5%+2.9pp | 69.6%+20.8pp |
| Annual return | -2.65% | 7.77%-10.4pp | 651.12%-653.8pp | 7.63%-10.3pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,319 | $5,250-55.8% | $6,927-66.5% | $3,470-33.1% |
| Admin fee / account holder | $4,214 | $6,741-37.5% | $10,705-60.6% | $4,888-13.8% |