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 | $392,135 | $202,318+93.8% | $172,739+127.0% | $152,861+156.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.90% | 1029.65%-1005.8pp | 802.84%-778.9pp | 345.32%-321.4pp |
| Employer contribution / active EE | $15,332 | $5,856+161.8% | $5,143+198.1% | $4,762+222.0% |
| Participant deferral / active EE | $9,104 | $5,948+53.1% | $5,198+75.2% | $5,850+55.6% |
| Admin fee / account holder | $682 | $17,109-96.0% | $13,954-95.1% | $11,596-94.1% |