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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,835 | $94,529-33.5% | $140,016-55.1% | $64,186-2.1% |
| Participation rate | 91.4% | 84.1%+7.3pp | 87.5%+3.9pp | 69.6%+21.8pp |
| Annual return | -2.47% | 7.77%-10.2pp | 651.12%-653.6pp | 7.63%-10.1pp |
| Employer contribution / active EE | $1,990 | $3,812-47.8% | $5,606-64.5% | $2,381-16.4% |
| Participant deferral / active EE | $2,237 | $5,250-57.4% | $6,927-67.7% | $3,470-35.5% |
| Admin fee / account holder | $6,078 | $6,741-9.8% | $10,705-43.2% | $4,888+24.3% |