Filed October 1, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,617 | $146,267-72.2% | $197,124-79.4% | $82,448-50.7% |
| Participation rate | 94.1% | 84.0%+10.1pp | 86.7%+7.4pp | 68.1%+26.0pp |
| Annual return | 17.78% | 29.61%-11.8pp | 44.34%-26.6pp | 41.64%-23.9pp |
| Employer contribution / active EE | $4,459 | $4,723-5.6% | $6,227-28.4% | $2,551+74.8% |
| Participant deferral / active EE | $7,798 | $7,035+10.9% | $9,135-14.6% | $4,139+88.4% |
| Admin fee / account holder | $6,073 | $14,422-57.9% | $16,298-62.7% | $7,234-16.1% |