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 | $446,056 | $54,705+715.4% | $71,209+526.4% | $84,808+426.0% |
| Participation rate | 98.8% | 64.1%+34.8pp | 73.8%+25.1pp | 68.3%+30.5pp |
| Annual return | 17.31% | 35.90%-18.6pp | 282.51%-265.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $11,655 | $2,158+440.1% | $2,721+328.3% | $2,631+343.0% |
| Participant deferral / active EE | $11,765 | $3,030+288.2% | $4,175+181.8% | $4,212+179.3% |
| Admin fee / account holder | $74,780 | $4,863+1437.6% | $5,349+1298.1% | $7,344+918.3% |