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 | $311,059 | $54,762+468.0% | $90,281+244.5% | $72,985+326.2% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 18.22% | 30.63%-12.4pp | 78.10%-59.9pp | 81.00%-62.8pp |
| Employer contribution / active EE | $13,361 | $2,092+538.5% | $2,854+368.1% | $2,440+447.6% |
| Participant deferral / active EE | $4,417 | $2,887+53.0% | $3,885+13.7% | $3,607+22.4% |
| Admin fee / account holder | $63,366 | $3,972+1495.3% | $5,351+1084.1% | $5,124+1136.6% |