Filed January 3, 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 | $391,873 | $198,466+97.5% | $170,442+129.9% | $147,584+165.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.58% | 257.29%-240.7pp | 205.93%-189.3pp | 578.55%-562.0pp |
| Employer contribution / active EE | $13,367 | $6,184+116.2% | $5,433+146.1% | $4,876+174.1% |
| Participant deferral / active EE | $8,653 | $5,629+53.7% | $4,939+75.2% | $5,439+59.1% |
| Admin fee / account holder | $20,766 | $16,852+23.2% | $13,880+49.6% | $10,885+90.8% |