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 | $397,128 | $65,409+507.1% | $98,442+303.4% | $85,850+362.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 10.97% | 21.76%-10.8pp | 1492.73%-1481.8pp | 318.53%-307.6pp |
| Employer contribution / active EE | $15,460 | $2,168+613.2% | $2,960+422.3% | $2,565+502.7% |
| Participant deferral / active EE | $4,679 | $3,166+47.8% | $4,276+9.4% | $3,952+18.4% |
| Admin fee / account holder | $4,609 | $4,593+0.4% | $5,949-22.5% | $6,260-26.4% |