Filed June 25, 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.
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 | $59,916 | $87,841-31.8% | $133,980-55.3% | $62,891-4.7% |
| Participation rate | 85.2% | 83.4%+1.8pp | 87.1%-1.9pp | 69.3%+15.9pp |
| Annual return | 2.73% | 12.05%-9.3pp | 29.30%-26.6pp | 20.14%-17.4pp |
| Employer contribution / active EE | $1,778 | $3,483-49.0% | $5,211-65.9% | $2,281-22.1% |
| Participant deferral / active EE | $4,479 | $4,812-6.9% | $6,282-28.7% | $3,203+39.9% |
| Admin fee / account holder | $765 | $5,371-85.8% | $9,324-91.8% | $4,296-82.2% |