Filed March 28, 2002 (most recent of 2 filings on file)
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 | $57,090 | $82,032-30.4% | $123,104-53.6% | $59,632-4.3% |
| Participation rate | 96.8% | 83.2%+13.6pp | 86.8%+10.0pp | 68.7%+28.1pp |
| Annual return | -1.13% | 5.12%-6.2pp | 13.22%-14.3pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $2,741 | $3,297-16.9% | $5,151-46.8% | $2,203+24.5% |
| Participant deferral / active EE | $1,852 | $4,667-60.3% | $6,230-70.3% | $3,192-42.0% |
| Admin fee / account holder | $734 | $5,881-87.5% | $9,015-91.9% | $4,297-82.9% |