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 | $74,886 | $197,591-62.1% | $177,821-57.9% | $158,922-52.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 4.78% | 58.76%-54.0pp | 48.32%-43.5pp | 302.83%-298.0pp |
| Employer contribution / active EE | $4,948 | $6,697-26.1% | $5,918-16.4% | $4,761+3.9% |
| Participant deferral / active EE | $3,927 | $8,405-53.3% | $7,714-49.1% | $5,982-34.3% |
| Admin fee / account holder | $4,984 | $15,399-67.6% | $12,427-59.9% | $11,246-55.7% |