Filed January 1, 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.
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 | $67,372 | $78,926-14.6% | $136,749-50.7% | $84,808-20.6% |
| Participation rate | 93.0% | 62.2%+30.8pp | 72.1%+20.9pp | 68.3%+24.7pp |
| Annual return | 3.90% | 18.17%-14.3pp | 24.33%-20.4pp | 40.90%-37.0pp |
| Employer contribution / active EE | $3,785 | $2,134+77.4% | $3,400+11.3% | $2,631+43.9% |
| Participant deferral / active EE | $954 | $3,168-69.9% | $4,692-79.7% | $4,212-77.4% |
| Admin fee / account holder | $1,882 | $6,369-70.4% | $11,386-83.5% | $7,344-74.4% |