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 | $81,095 | $209,832-61.4% | $189,513-57.2% | $167,490-51.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 6.58% | 748.27%-741.7pp | 555.15%-548.6pp | 478.56%-472.0pp |
| Employer contribution / active EE | $6,064 | $6,914-12.3% | $6,162-1.6% | $4,837+25.4% |
| Participant deferral / active EE | $5,773 | $8,935-35.4% | $8,221-29.8% | $6,341-9.0% |
| Admin fee / account holder | $6,348 | $14,293-55.6% | $12,045-47.3% | $12,309-48.4% |