Filed January 2, 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 | $233,675 | $69,010+238.6% | $159,960+46.1% | $68,494+241.2% |
| Participation rate | 76.0% | 65.4%+10.6pp | 78.0%-2.0pp | 67.9%+8.1pp |
| Annual return | -19.39% | -9.65%-9.7pp | 408.60%-428.0pp | -7.84%-11.5pp |
| Employer contribution / active EE | $8,091 | $2,213+265.5% | $4,226+91.5% | $2,596+211.6% |
| Participant deferral / active EE | $11,003 | $4,212+161.2% | $6,182+78.0% | $4,027+173.2% |
| Admin fee / account holder | $15,371 | $4,798+220.4% | $8,698+76.7% | $5,403+184.5% |