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 | $20,791 | $110,094-81.1% | $151,611-86.3% | $68,494-69.6% |
| Participation rate | 76.7% | 84.0%-7.3pp | 87.5%-10.8pp | 67.9%+8.8pp |
| Annual return | -10.42% | -10.12%-0.3pp | 3.33%-13.7pp | -7.84%-2.6pp |
| Employer contribution / active EE | $1,865 | $4,471-58.3% | $6,166-69.7% | $2,596-28.2% |
| Participant deferral / active EE | $2,141 | $6,527-67.2% | $8,363-74.4% | $4,027-46.8% |
| Admin fee / account holder | $2,563 | $7,719-66.8% | $11,616-77.9% | $5,403-52.6% |