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.
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.
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 | $32,317 | $94,529-65.8% | $140,016-76.9% | $64,186-49.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -7.81% | 7.77%-15.6pp | 651.12%-658.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $2,458 | $3,812-35.5% | $5,606-56.1% | $2,381+3.3% |
| Participant deferral / active EE | $3,224 | $5,250-38.6% | $6,927-53.5% | $3,470-7.1% |
| Admin fee / account holder | $1,748 | $6,741-74.1% | $10,705-83.7% | $4,888-64.2% |