Filed March 15, 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 | $106,562 | $59,107+80.3% | $86,436+23.3% | $68,494+55.6% |
| Participation rate | 74.0% | 75.2%-1.2pp | 80.3%-6.3pp | 67.9%+6.1pp |
| Annual return | -37.08% | -0.23%-36.8pp | 4394.89%-4432.0pp | -7.84%-29.2pp |
| Employer contribution / active EE | $5,282 | $2,519+109.7% | $3,769+40.2% | $2,596+103.4% |
| Participant deferral / active EE | $8,787 | $5,901+48.9% | $6,952+26.4% | $4,027+118.2% |
| Admin fee / account holder | $16,322 | $5,637+189.6% | $6,731+142.5% | $5,403+202.1% |