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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $339,416 | $60,124+464.5% | $90,404+275.4% | $79,858+325.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 8.73% | 71.94%-63.2pp | 1293.02%-1284.3pp | 31.71%-23.0pp |
| Employer contribution / active EE | $13,663 | $2,068+560.8% | $3,262+318.9% | $2,471+453.0% |
| Participant deferral / active EE | $4,288 | $2,938+45.9% | $3,963+8.2% | $3,740+14.6% |
| Admin fee / account holder | $29,365 | $3,976+638.5% | $5,611+423.4% | $5,306+453.4% |