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 | $44,781 | $123,793-63.8% | $177,821-74.8% | $79,858-43.9% |
| Participation rate | 96.6% | 84.7%+11.9pp | 87.7%+8.8pp | 69.6%+26.9pp |
| Annual return | 7.64% | 22.82%-15.2pp | 48.32%-40.7pp | 31.71%-24.1pp |
| Employer contribution / active EE | $2,151 | $4,095-47.5% | $5,918-63.7% | $2,471-12.9% |
| Participant deferral / active EE | $5,304 | $5,956-10.9% | $7,714-31.2% | $3,740+41.8% |
| Admin fee / account holder | $1,552 | $7,243-78.6% | $12,427-87.5% | $5,306-70.8% |