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 | $109,973 | $138,347-20.5% | $184,203-40.3% | $80,856+36.0% |
| Participation rate | 84.8% | 83.9%+1.0pp | 86.8%-2.0pp | 67.6%+17.2pp |
| Annual return | 8.24% | 20.02%-11.8pp | 28.81%-20.6pp | 35.59%-27.3pp |
| Employer contribution / active EE | $2,432 | $4,850-49.9% | $6,427-62.2% | $2,755-11.7% |
| Participant deferral / active EE | $5,931 | $7,071-16.1% | $9,131-35.0% | $4,296+38.1% |
| Admin fee / account holder | $12,043 | $10,483+14.9% | $13,901-13.4% | $6,918+74.1% |