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 | $80,793 | $123,793-34.7% | $177,821-54.6% | $79,858+1.2% |
| Participation rate | 87.1% | 84.7%+2.4pp | 87.7%-0.7pp | 69.6%+17.4pp |
| Annual return | 10.42% | 22.82%-12.4pp | 48.32%-37.9pp | 31.71%-21.3pp |
| Employer contribution / active EE | $2,310 | $4,095-43.6% | $5,918-61.0% | $2,471-6.5% |
| Participant deferral / active EE | $2,662 | $5,956-55.3% | $7,714-65.5% | $3,740-28.8% |
| Admin fee / account holder | $6,965 | $7,243-3.8% | $12,427-44.0% | $5,306+31.3% |