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 | $77,896-13.5% | $134,172-49.8% | $82,448-18.3% |
| Participation rate | 93.0% | 62.8%+30.2pp | 72.5%+20.6pp | 68.1%+25.0pp |
| Annual return | 3.90% | 18.21%-14.3pp | 25.30%-21.4pp | 41.64%-37.7pp |
| Employer contribution / active EE | $3,785 | $2,159+75.3% | $3,420+10.7% | $2,551+48.4% |
| Participant deferral / active EE | $954 | $3,162-69.8% | $4,690-79.7% | $4,139-77.0% |
| Admin fee / account holder | $1,882 | $6,336-70.3% | $12,016-84.3% | $7,234-74.0% |