Filed December 3, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,398 | $175,202-76.4% | $149,673-72.3% | $139,434-70.3% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | -8.98% | 166.71%-175.7pp | 134.42%-143.4pp | 372.94%-381.9pp |
| Employer contribution / active EE | $32,815 | $5,474+499.4% | $4,818+581.1% | $4,751+590.7% |
| Participant deferral / active EE | $42,366 | $6,519+549.9% | $5,680+645.9% | $6,710+531.4% |
| Admin fee / account holder | $82,310 | $16,150+409.7% | $13,210+523.1% | $11,403+621.9% |