Filed June 6, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $321,095 | $167,484+91.7% | $151,611+111.8% | $134,475+138.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.50% | 7.80%-27.3pp | 3.33%-22.8pp | 417.96%-437.5pp |
| Employer contribution / active EE | $7,829 | $6,829+14.6% | $6,166+27.0% | $4,740+65.2% |
| Participant deferral / active EE | $8,213 | $8,986-8.6% | $8,363-1.8% | $6,400+28.3% |
| Admin fee / account holder | $1,353 | $13,783-90.2% | $11,616-88.4% | $11,426-88.2% |