Filed August 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.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,092 | $100,041-33.9% | $149,718-55.9% | $70,131-5.8% |
| Participation rate | 91.5% | 83.6%+7.9pp | 87.1%+4.4pp | 69.5%+21.9pp |
| Annual return | 12.05% | 27.43%-15.4pp | 1501.63%-1489.6pp | 73.14%-61.1pp |
| Employer contribution / active EE | $1,976 | $3,662-46.0% | $5,445-63.7% | $2,342-15.6% |
| Participant deferral / active EE | $2,228 | $4,983-55.3% | $6,569-66.1% | $3,332-33.1% |
| Admin fee / account holder | $2,777 | $8,286-66.5% | $11,283-75.4% | $4,645-40.2% |