Filed November 5, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,221 | $148,978-34.1% | $200,582-51.0% | $84,808+15.8% |
| Participation rate | 97.4% | 84.2%+13.1pp | 86.9%+10.5pp | 68.3%+29.1pp |
| Annual return | 12.88% | 28.16%-15.3pp | 42.33%-29.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $3,116 | $4,815-35.3% | $6,419-51.5% | $2,631+18.4% |
| Participant deferral / active EE | $5,254 | $7,142-26.4% | $9,331-43.7% | $4,212+24.8% |
| Admin fee / account holder | $14,515 | $13,977+3.8% | $16,305-11.0% | $7,344+97.6% |