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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,608 | $160,055-89.6% | $140,016-88.1% | $135,375-87.7% |
| Participation rate | 73.7% | 88.5%-14.8pp | 87.5%-13.8pp | 82.6%-9.0pp |
| Annual return | -5.03% | 911.38%-916.4pp | 651.12%-656.1pp | 519.73%-524.8pp |
| Employer contribution / active EE | $2,616 | $6,420-59.3% | $5,606-53.3% | $4,779-45.3% |
| Participant deferral / active EE | $1,872 | $7,642-75.5% | $6,927-73.0% | $5,609-66.6% |
| Admin fee / account holder | $878 | $13,328-93.4% | $10,705-91.8% | $10,827-91.9% |