Filed April 23, 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 | $164,217 | $70,669+132.4% | $169,368-3.0% | $75,163+118.5% |
| Participation rate | 88.9% | 64.8%+24.1pp | 77.1%+11.7pp | 67.2%+21.7pp |
| Annual return | 13.79% | 36.36%-22.6pp | 405.60%-391.8pp | 160.62%-146.8pp |
| Employer contribution / active EE | $4,377 | $2,211+98.0% | $4,013+9.1% | $2,670+63.9% |
| Participant deferral / active EE | $8,803 | $4,311+104.2% | $6,221+41.5% | $4,125+113.4% |
| Admin fee / account holder | $40,654 | $5,402+652.5% | $9,003+351.6% | $5,651+619.4% |