Filed August 19, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,559 | $94,529-77.2% | $140,016-84.6% | $64,186-66.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -4.53% | 7.77%-12.3pp | 651.12%-655.6pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,976 | $3,812-48.2% | $5,606-64.8% | $2,381-17.0% |
| Participant deferral / active EE | $3,855 | $5,250-26.6% | $6,927-44.3% | $3,470+11.1% |
| Admin fee / account holder | $3,138 | $6,741-53.5% | $10,705-70.7% | $4,888-35.8% |