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 | $521,615 | $60,124+767.6% | $90,404+477.0% | $79,858+553.2% |
| Participation rate | 98.6% | 65.0%+33.6pp | 72.7%+25.9pp | 69.6%+28.9pp |
| Annual return | 19.27% | 71.94%-52.7pp | 1293.02%-1273.7pp | 31.71%-12.4pp |
| Employer contribution / active EE | $10,981 | $2,068+431.0% | $3,262+236.6% | $2,471+344.4% |
| Participant deferral / active EE | $11,166 | $2,938+280.0% | $3,963+181.7% | $3,740+198.5% |
| Admin fee / account holder | $6,570 | $3,976+65.2% | $5,611+17.1% | $5,306+23.8% |