Filed July 19, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $273,657 | $144,119+89.9% | $117,854+132.2% | $147,584+85.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 6.11% | 531.15%-525.0pp | 335.08%-329.0pp | 578.55%-572.4pp |
| Employer contribution / active EE | $684 | $4,896-86.0% | $3,786-81.9% | $4,876-86.0% |
| Participant deferral / active EE | $1,494 | $5,316-71.9% | $4,482-66.7% | $5,439-72.5% |
| Admin fee / account holder | $6,427 | $10,886-41.0% | $8,020-19.9% | $10,885-41.0% |