Filed October 25, 2002 (most recent of 2 filings on file)
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.
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 | $69,243 | $138,347-50.0% | $184,203-62.4% | $80,856-14.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 10.55% | 20.02%-9.5pp | 28.81%-18.3pp | 35.59%-25.0pp |
| Employer contribution / active EE | $5,707 | $4,850+17.7% | $6,427-11.2% | $2,755+107.2% |
| Participant deferral / active EE | $3,564 | $7,071-49.6% | $9,131-61.0% | $4,296-17.0% |
| Admin fee / account holder | $5,293 | $10,483-49.5% | $13,901-61.9% | $6,918-23.5% |