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 | $29,375 | $148,978-80.3% | $200,582-85.4% | $84,808-65.4% |
| Participation rate | 85.2% | 84.2%+1.0pp | 86.9%-1.7pp | 68.3%+16.9pp |
| Annual return | 11.44% | 28.16%-16.7pp | 42.33%-30.9pp | 40.90%-29.5pp |
| Employer contribution / active EE | $2,299 | $4,815-52.3% | $6,419-64.2% | $2,631-12.6% |
| Participant deferral / active EE | $2,789 | $7,142-61.0% | $9,331-70.1% | $4,212-33.8% |
| Admin fee / account holder | $1,384 | $13,977-90.1% | $16,305-91.5% | $7,344-81.2% |