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 | $285,332 | $48,076+493.5% | $78,689+262.6% | $62,891+353.7% |
| Participation rate | 94.7% | 65.2%+29.5pp | 73.6%+21.2pp | 69.3%+25.4pp |
| Annual return | 7.74% | 31.35%-23.6pp | 62.18%-54.4pp | 20.14%-12.4pp |
| Employer contribution / active EE | $5,792 | $2,015+187.5% | $2,851+103.2% | $2,281+153.9% |
| Participant deferral / active EE | $4,220 | $2,588+63.1% | $3,517+20.0% | $3,203+31.8% |
| Admin fee / account holder | $28,318 | $3,207+782.9% | $4,510+527.8% | $4,296+559.2% |