Filed December 23, 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 9-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.
Employer 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,098 | $95,971-28.0% | $74,550-7.3% | $135,375-49.0% |
| Participation rate | 86.4% | 75.7%+10.7pp | 69.1%+17.2pp | 82.6%+3.7pp |
| Annual return | 19.02% | 56.96%-37.9pp | 32.53%-13.5pp | 519.73%-500.7pp |
| Employer contribution / active EE | $41 | $2,716-98.5% | $1,961-97.9% | $4,779-99.1% |
| Participant deferral / active EE | $409 | $3,843-89.4% | $3,108-86.9% | $5,609-92.7% |
| Admin fee / account holder | $19,856 | $6,522+204.5% | $5,060+292.4% | $10,827+83.4% |