Filed January 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 | $28,424 | $77,634-63.4% | $156,549-81.8% | $62,891-54.8% |
| Participation rate | 85.1% | 71.2%+13.9pp | 84.0%+1.1pp | 69.3%+15.8pp |
| Annual return | 1.22% | 50.32%-49.1pp | 32.23%-31.0pp | 20.14%-18.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,229 | $3,045-26.8% | $4,871-54.2% | $3,203-30.4% |
| Admin fee / account holder | $925 | $5,561-83.4% | $13,027-92.9% | $4,296-78.5% |