Filed July 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $387,519 | $81,248+377.0% | $155,509+149.2% | $80,856+379.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.08% | 33.31%-19.2pp | 64.67%-50.6pp | 35.59%-21.5pp |
| Employer contribution / active EE | $29,373 | $3,100+847.4% | $4,672+528.6% | $2,755+966.2% |
| Participant deferral / active EE | $21,451 | $3,452+521.5% | $5,626+281.3% | $4,296+399.4% |
| Admin fee / account holder | $5,006 | $7,997-37.4% | $15,912-68.5% | $6,918-27.6% |