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 | $201,975 | $100,852+100.3% | $90,404+123.4% | $158,922+27.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 4.14% | 1724.20%-1720.1pp | 1293.02%-1288.9pp | 302.83%-298.7pp |
| Employer contribution / active EE | $15,833 | $3,689+329.2% | $3,262+385.4% | $4,761+232.5% |
| Participant deferral / active EE | $7,604 | $4,348+74.9% | $3,963+91.9% | $5,982+27.1% |
| Admin fee / account holder | $1,588 | $6,501-75.6% | $5,611-71.7% | $11,246-85.9% |