Filed September 26, 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 | $291,972 | $43,327+573.9% | $59,878+387.6% | $64,186+354.9% |
| Participation rate | 72.3% | 69.2%+3.1pp | 74.7%-2.4pp | 69.6%+2.7pp |
| Annual return | -3.77% | -1.55%-2.2pp | 3.46%-7.2pp | 7.63%-11.4pp |
| Employer contribution / active EE | $7,229 | $2,028+256.4% | $2,722+165.6% | $2,381+203.6% |
| Participant deferral / active EE | $2,059 | $2,546-19.1% | $3,402-39.5% | $3,470-40.6% |
| Admin fee / account holder | $7,207 | $3,005+139.8% | $3,590+100.7% | $4,888+47.4% |