Filed June 18, 2002 (most recent of 2 filings on file)
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 | $299,456 | $183,963+62.8% | $162,163+84.7% | $152,861+95.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.76% | 150.76%-127.0pp | 115.59%-91.8pp | 345.32%-321.6pp |
| Employer contribution / active EE | $1,940 | $6,371-69.5% | $5,614-65.4% | $4,762-59.3% |
| Participant deferral / active EE | $3,234 | $8,034-59.7% | $7,298-55.7% | $5,850-44.7% |
| Admin fee / account holder | $2,237 | $13,121-82.9% | $10,843-79.4% | $11,596-80.7% |