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 | $37,534 | $201,272-81.4% | $184,203-79.6% | $145,922-74.3% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 7.26% | 29.00%-21.7pp | 28.81%-21.6pp | 561.29%-554.0pp |
| Employer contribution / active EE | $6,119 | $7,022-12.9% | $6,427-4.8% | $4,660+31.3% |
| Participant deferral / active EE | $4,688 | $9,806-52.2% | $9,131-48.7% | $6,688-29.9% |
| Admin fee / account holder | $21,611 | $16,364+32.1% | $13,901+55.5% | $13,397+61.3% |