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 | $82,461 | $106,890-22.9% | $84,015-1.8% | $152,861-46.1% |
| Participation rate | 73.9% | 75.2%-1.3pp | 69.0%+4.9pp | 82.4%-8.5pp |
| Annual return | 20.64% | 104.99%-84.3pp | 71.31%-50.7pp | 345.32%-324.7pp |
| Employer contribution / active EE | $41 | $2,734-98.5% | $1,983-97.9% | $4,762-99.1% |
| Participant deferral / active EE | $412 | $4,011-89.7% | $3,239-87.3% | $5,850-93.0% |
| Admin fee / account holder | $2,032 | $8,285-75.5% | $6,101-66.7% | $11,596-82.5% |