Filed December 3, 2001
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.
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 | $46,001 | $214,378-78.5% | $200,582-77.1% | $142,382-67.7% |
| Participation rate | 86.4% | 87.4%-1.1pp | 86.9%-0.5pp | 80.1%+6.2pp |
| Annual return | 9.89% | 46.41%-36.5pp | 42.33%-32.4pp | 217.08%-207.2pp |
| Employer contribution / active EE | $2,020 | $6,841-70.5% | $6,419-68.5% | $4,299-53.0% |
| Participant deferral / active EE | $2,668 | $9,865-73.0% | $9,331-71.4% | $6,507-59.0% |
| Admin fee / account holder | $2,385 | $17,692-86.5% | $16,305-85.4% | $12,624-81.1% |