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 | $105,006 | $138,347-24.1% | $184,203-43.0% | $80,856+29.9% |
| Participation rate | 91.4% | 83.9%+7.6pp | 86.8%+4.6pp | 67.6%+23.8pp |
| Annual return | 13.85% | 20.02%-6.2pp | 28.81%-15.0pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,640 | $4,850-45.6% | $6,427-58.9% | $2,755-4.2% |
| Participant deferral / active EE | $2,234 | $7,071-68.4% | $9,131-75.5% | $4,296-48.0% |
| Admin fee / account holder | $7,191 | $10,483-31.4% | $13,901-48.3% | $6,918+4.0% |