Filed February 8, 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 | $108,520 | $100,041+8.5% | $149,718-27.5% | $70,131+54.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 16.44% | 27.43%-11.0pp | 1501.63%-1485.2pp | 73.14%-56.7pp |
| Employer contribution / active EE | $2,545 | $3,662-30.5% | $5,445-53.3% | $2,342+8.7% |
| Participant deferral / active EE | $1,445 | $4,983-71.0% | $6,569-78.0% | $3,332-56.6% |
| Admin fee / account holder | $7,076 | $8,286-14.6% | $11,283-37.3% | $4,645+52.3% |