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 | $92,424 | $125,758-26.5% | $169,993-45.6% | $75,163+23.0% |
| Participation rate | 87.2% | 83.6%+3.6pp | 87.0%+0.2pp | 67.2%+20.0pp |
| Annual return | 13.87% | 27.20%-13.3pp | 53.37%-39.5pp | 160.62%-146.8pp |
| Employer contribution / active EE | $2,641 | $4,615-42.8% | $6,785-61.1% | $2,670-1.1% |
| Participant deferral / active EE | $3,022 | $6,837-55.8% | $10,408-71.0% | $4,125-26.7% |
| Admin fee / account holder | $9,198 | $8,173+12.5% | $12,815-28.2% | $5,651+62.8% |