Filed January 17, 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 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 | $63,572 | $89,355-28.9% | $141,162-55.0% | $72,985-12.9% |
| Participation rate | 77.8% | 75.1%+2.7pp | 82.5%-4.7pp | 69.5%+8.3pp |
| Annual return | 7.85% | 111.85%-104.0pp | 71.39%-63.5pp | 81.00%-73.1pp |
| Employer contribution / active EE | $3,357 | $3,114+7.8% | $4,735-29.1% | $2,440+37.6% |
| Participant deferral / active EE | $8,672 | $5,418+60.1% | $6,709+29.3% | $3,607+140.4% |
| Admin fee / account holder | $5,561 | $5,958-6.7% | $10,261-45.8% | $5,124+8.5% |