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 | $21,451 | $137,414-84.4% | $189,513-88.7% | $85,850-75.0% |
| Participation rate | 71.4% | 84.6%-13.2pp | 87.8%-16.4pp | 69.3%+2.1pp |
| Annual return | 12.86% | 38.14%-25.3pp | 555.15%-542.3pp | 318.53%-305.7pp |
| Employer contribution / active EE | $1,530 | $4,344-64.8% | $6,162-75.2% | $2,565-40.4% |
| Participant deferral / active EE | $1,663 | $6,260-73.4% | $8,221-79.8% | $3,952-57.9% |
| Admin fee / account holder | $3,984 | $8,630-53.8% | $12,045-66.9% | $6,260-36.4% |