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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,109 | $51,708-3.1% | $106,619-53.0% | $62,891-20.3% |
| Participation rate | 97.6% | 66.9%+30.7pp | 78.0%+19.6pp | 69.3%+28.3pp |
| Annual return | 5.80% | 4.69%+1.1pp | 9.42%-3.6pp | 20.14%-14.3pp |
| Employer contribution / active EE | $3,369 | $1,764+91.0% | $3,947-14.6% | $2,281+47.7% |
| Participant deferral / active EE | $669 | $2,315-71.1% | $3,930-83.0% | $3,203-79.1% |
| Admin fee / account holder | $20,359 | $3,349+507.9% | $6,418+217.2% | $4,296+373.9% |