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 | $209,336-78.0% | $197,124-76.7% | $137,256-66.5% |
| Participation rate | 86.4% | 87.3%-0.9pp | 86.7%-0.4pp | 80.0%+6.4pp |
| Annual return | 9.89% | 48.09%-38.2pp | 44.34%-34.5pp | 220.34%-210.4pp |
| Employer contribution / active EE | $2,020 | $6,591-69.4% | $6,227-67.6% | $4,156-51.4% |
| Participant deferral / active EE | $2,668 | $9,614-72.3% | $9,135-70.8% | $6,407-58.4% |
| Admin fee / account holder | $2,385 | $17,308-86.2% | $16,298-85.4% | $12,270-80.6% |