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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,389 | $153,772-75.0% | $133,980-71.3% | $273,961-86.0% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.1%+0.4pp | 83.0%+4.5pp |
| Annual return | 13.78% | 36.51%-22.7pp | 29.30%-15.5pp | 41.45%-27.7pp |
| Employer contribution / active EE | $870 | $6,029-85.6% | $5,211-83.3% | $4,869-82.1% |
| Participant deferral / active EE | $2,509 | $6,958-63.9% | $6,282-60.1% | $5,287-52.5% |
| Admin fee / account holder | $7,500 | $11,765-36.2% | $9,324-19.6% | $10,132-26.0% |