Filed November 19, 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 | $432,690 | $54,762+690.1% | $90,281+379.3% | $72,985+492.9% |
| Participation rate | 98.6% | 65.1%+33.4pp | 73.3%+25.3pp | 69.5%+29.1pp |
| Annual return | 23.30% | 30.63%-7.3pp | 78.10%-54.8pp | 81.00%-57.7pp |
| Employer contribution / active EE | $10,259 | $2,092+390.3% | $2,854+259.4% | $2,440+320.5% |
| Participant deferral / active EE | $10,691 | $2,887+270.3% | $3,885+175.2% | $3,607+196.4% |
| Admin fee / account holder | $9,236 | $3,972+132.5% | $5,351+72.6% | $5,124+80.2% |