Filed March 14, 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 | $80,344 | $100,041-19.7% | $149,718-46.3% | $70,131+14.6% |
| Participation rate | 92.9% | 83.6%+9.3pp | 87.1%+5.8pp | 69.5%+23.3pp |
| Annual return | 7.49% | 27.43%-19.9pp | 1501.63%-1494.1pp | 73.14%-65.6pp |
| Employer contribution / active EE | $1,259 | $3,662-65.6% | $5,445-76.9% | $2,342-46.3% |
| Participant deferral / active EE | $3,508 | $4,983-29.6% | $6,569-46.6% | $3,332+5.3% |
| Admin fee / account holder | $4,303 | $8,286-48.1% | $11,283-61.9% | $4,645-7.4% |