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 | $386,904 | $58,208+564.7% | $81,812+372.9% | $80,856+378.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 11.73% | 41.66%-29.9pp | 773.79%-762.1pp | 35.59%-23.9pp |
| Employer contribution / active EE | $14,653 | $2,340+526.2% | $2,912+403.2% | $2,755+431.9% |
| Participant deferral / active EE | $4,274 | $3,281+30.3% | $4,319-1.0% | $4,296-0.5% |
| Admin fee / account holder | $11,316 | $4,981+127.2% | $7,386+53.2% | $6,918+63.6% |