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 | $69,105 | $100,041-30.9% | $149,718-53.8% | $70,131-1.5% |
| Participation rate | 91.2% | 83.6%+7.6pp | 87.1%+4.1pp | 69.5%+21.6pp |
| Annual return | 13.75% | 27.43%-13.7pp | 1501.63%-1487.9pp | 73.14%-59.4pp |
| Employer contribution / active EE | $2,497 | $3,662-31.8% | $5,445-54.1% | $2,342+6.6% |
| Participant deferral / active EE | $1,866 | $4,983-62.5% | $6,569-71.6% | $3,332-44.0% |
| Admin fee / account holder | $3,618 | $8,286-56.3% | $11,283-67.9% | $4,645-22.1% |