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 | $424,181 | $58,208+628.7% | $81,812+418.5% | $80,856+424.6% |
| Participation rate | 98.8% | 63.4%+35.4pp | 72.3%+26.5pp | 67.6%+31.2pp |
| Annual return | 17.85% | 41.66%-23.8pp | 773.79%-755.9pp | 35.59%-17.7pp |
| Employer contribution / active EE | $10,594 | $2,340+352.7% | $2,912+263.8% | $2,755+284.5% |
| Participant deferral / active EE | $11,731 | $3,281+257.5% | $4,319+171.6% | $4,296+173.1% |
| Admin fee / account holder | $80,033 | $4,981+1506.7% | $7,386+983.6% | $6,918+1056.9% |