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 | $449,282 | $54,350+726.7% | $82,719+443.1% | $68,494+555.9% |
| Participation rate | 98.7% | 63.9%+34.8pp | 72.6%+26.1pp | 67.9%+30.8pp |
| Annual return | -16.98% | -13.67%-3.3pp | 701.18%-718.2pp | -7.84%-9.1pp |
| Employer contribution / active EE | $9,812 | $2,218+342.4% | $3,009+226.1% | $2,596+277.9% |
| Participant deferral / active EE | $11,591 | $3,246+257.1% | $4,395+163.7% | $4,027+187.8% |
| Admin fee / account holder | $22,192 | $4,395+404.9% | $5,329+316.4% | $5,403+310.7% |