Filed September 16, 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 | $163,561 | $96,635+69.3% | $86,612+88.8% | $139,434+17.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 8.92% | 106.41%-97.5pp | 591.07%-582.1pp | 372.94%-364.0pp |
| Employer contribution / active EE | $5,384 | $3,263+65.0% | $3,022+78.1% | $4,751+13.3% |
| Participant deferral / active EE | $10,842 | $4,836+124.2% | $4,438+144.3% | $6,710+61.6% |
| Admin fee / account holder | $114,351 | $6,408+1684.6% | $5,614+1936.8% | $11,403+902.9% |