Filed October 22, 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 | $63,393 | $183,963-65.5% | $162,163-60.9% | $152,861-58.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 8.81% | 150.76%-142.0pp | 115.59%-106.8pp | 345.32%-336.5pp |
| Employer contribution / active EE | $3,734 | $6,371-41.4% | $5,614-33.5% | $4,762-21.6% |
| Participant deferral / active EE | $3,145 | $8,034-60.8% | $7,298-56.9% | $5,850-46.2% |
| Admin fee / account holder | $8,345 | $13,121-36.4% | $10,843-23.0% | $11,596-28.0% |