Filed June 10, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,364 | $138,347-75.9% | $184,203-81.9% | $80,856-58.7% |
| Participation rate | 71.4% | 83.9%-12.4pp | 86.8%-15.4pp | 67.6%+3.8pp |
| Annual return | 7.81% | 20.02%-12.2pp | 28.81%-21.0pp | 35.59%-27.8pp |
| Employer contribution / active EE | $1,733 | $4,850-64.3% | $6,427-73.0% | $2,755-37.1% |
| Participant deferral / active EE | $2,581 | $7,071-63.5% | $9,131-71.7% | $4,296-39.9% |
| Admin fee / account holder | $1,853 | $10,483-82.3% | $13,901-86.7% | $6,918-73.2% |