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 | $358,414 | $57,281+525.7% | $86,612+313.8% | $75,163+376.8% |
| Participation rate | 97.1% | 63.2%+33.9pp | 71.7%+25.4pp | 67.2%+30.0pp |
| Annual return | 13.25% | 2670.75%-2657.5pp | 591.07%-577.8pp | 160.62%-147.4pp |
| Employer contribution / active EE | $16,314 | $2,314+604.9% | $3,022+439.7% | $2,670+511.0% |
| Participant deferral / active EE | $4,452 | $3,318+34.2% | $4,438+0.3% | $4,125+7.9% |
| Admin fee / account holder | $28,660 | $4,112+597.0% | $5,614+410.5% | $5,651+407.2% |