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 | $76,038 | $109,359-30.5% | $162,163-53.1% | $72,985+4.2% |
| Participation rate | 84.3% | 84.3%0pp | 87.6%-3.3pp | 69.5%+14.8pp |
| Annual return | 16.13% | 25.46%-9.3pp | 115.59%-99.5pp | 81.00%-64.9pp |
| Employer contribution / active EE | $2,006 | $3,907-48.7% | $5,614-64.3% | $2,440-17.8% |
| Participant deferral / active EE | $2,297 | $5,481-58.1% | $7,298-68.5% | $3,607-36.3% |
| Admin fee / account holder | $1,960 | $7,972-75.4% | $10,843-81.9% | $5,124-61.7% |