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 | $87,917 | $109,359-19.6% | $162,163-45.8% | $72,985+20.5% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 12.24% | 25.46%-13.2pp | 115.59%-103.4pp | 81.00%-68.8pp |
| Employer contribution / active EE | $1,241 | $3,907-68.2% | $5,614-77.9% | $2,440-49.1% |
| Participant deferral / active EE | $4,394 | $5,481-19.8% | $7,298-39.8% | $3,607+21.8% |
| Admin fee / account holder | $680 | $7,972-91.5% | $10,843-93.7% | $5,124-86.7% |