Filed December 18, 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 | $185,818 | $102,966+80.5% | $90,281+105.8% | $152,861+21.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 2.57% | 95.16%-92.6pp | 78.10%-75.5pp | 345.32%-342.7pp |
| Employer contribution / active EE | $16,437 | $3,139+423.7% | $2,854+475.9% | $4,762+245.2% |
| Participant deferral / active EE | $6,820 | $4,281+59.3% | $3,885+75.5% | $5,850+16.6% |
| Admin fee / account holder | $25,693 | $6,171+316.4% | $5,351+380.1% | $11,596+121.6% |