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.
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 | $84,010 | $123,793-32.1% | $177,821-52.8% | $79,858+5.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 8.93% | 22.82%-13.9pp | 48.32%-39.4pp | 31.71%-22.8pp |
| Employer contribution / active EE | $2,576 | $4,095-37.1% | $5,918-56.5% | $2,471+4.3% |
| Participant deferral / active EE | $2,763 | $5,956-53.6% | $7,714-64.2% | $3,740-26.1% |
| Admin fee / account holder | $4,096 | $7,243-43.4% | $12,427-67.0% | $5,306-22.8% |