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 | $69,005 | $109,359-36.9% | $162,163-57.4% | $72,985-5.5% |
| Participation rate | 94.3% | 84.3%+10.0pp | 87.6%+6.7pp | 69.5%+24.8pp |
| Annual return | 17.49% | 25.46%-8.0pp | 115.59%-98.1pp | 81.00%-63.5pp |
| Employer contribution / active EE | $2,221 | $3,907-43.2% | $5,614-60.4% | $2,440-9.0% |
| Participant deferral / active EE | $1,955 | $5,481-64.3% | $7,298-73.2% | $3,607-45.8% |
| Admin fee / account holder | $18,023 | $7,972+126.1% | $10,843+66.2% | $5,124+251.7% |