Filed February 1, 2002 (most recent of 2 filings on file)
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 | $160,328 | $110,094+45.6% | $151,611+5.7% | $68,494+134.1% |
| Participation rate | 97.1% | 84.0%+13.2pp | 87.5%+9.6pp | 67.9%+29.3pp |
| Annual return | -18.62% | -10.12%-8.5pp | 3.33%-22.0pp | -7.84%-10.8pp |
| Employer contribution / active EE | $5,390 | $4,471+20.6% | $6,166-12.6% | $2,596+107.6% |
| Participant deferral / active EE | $7,709 | $6,527+18.1% | $8,363-7.8% | $4,027+91.4% |
| Admin fee / account holder | $5,651 | $7,719-26.8% | $11,616-51.3% | $5,403+4.6% |