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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,330 | $84,233-29.6% | $170,442-65.2% | $70,131-15.4% |
| Participation rate | 95.3% | 70.8%+24.5pp | 83.6%+11.8pp | 69.5%+25.8pp |
| Annual return | 10.67% | 23.06%-12.4pp | 205.93%-195.3pp | 73.14%-62.5pp |
| Employer contribution / active EE | $3,153 | $3,387-6.9% | $5,433-42.0% | $2,342+34.6% |
| Participant deferral / active EE | $4,698 | $3,086+52.3% | $4,939-4.9% | $3,332+41.0% |
| Admin fee / account holder | $1,573 | $5,698-72.4% | $13,880-88.7% | $4,645-66.1% |