Filed December 10, 2002
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 | $311,454 | $45,152+589.8% | $73,843+321.8% | $59,632+422.3% |
| Participation rate | 92.9% | 64.0%+28.8pp | 73.4%+19.4pp | 68.7%+24.2pp |
| Annual return | 1.16% | 27.40%-26.2pp | 2267.84%-2266.7pp | 2041.28%-2040.1pp |
| Employer contribution / active EE | $5,935 | $1,902+212.1% | $2,787+112.9% | $2,203+169.5% |
| Participant deferral / active EE | $4,258 | $2,574+65.4% | $3,583+18.8% | $3,192+33.4% |
| Admin fee / account holder | $22,369 | $3,516+536.2% | $4,880+358.4% | $4,297+420.6% |