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 | $590,605 | $65,409+802.9% | $98,442+500.0% | $85,850+588.0% |
| Participation rate | 98.6% | 65.0%+33.6pp | 73.3%+25.2pp | 69.3%+29.2pp |
| Annual return | 17.64% | 21.76%-4.1pp | 1492.73%-1475.1pp | 318.53%-300.9pp |
| Employer contribution / active EE | $10,855 | $2,168+400.8% | $2,960+266.8% | $2,565+323.2% |
| Participant deferral / active EE | $11,896 | $3,166+275.7% | $4,276+178.2% | $3,952+201.0% |
| Admin fee / account holder | $13,010 | $4,593+183.3% | $5,949+118.7% | $6,260+107.8% |