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 | $295,634 | $60,124+391.7% | $90,404+227.0% | $79,858+270.2% |
| Participation rate | 95.9% | 65.0%+30.9pp | 72.7%+23.2pp | 69.6%+26.3pp |
| Annual return | 15.99% | 71.94%-56.0pp | 1293.02%-1277.0pp | 31.71%-15.7pp |
| Employer contribution / active EE | $6,872 | $2,068+232.3% | $3,262+110.7% | $2,471+178.1% |
| Participant deferral / active EE | $5,804 | $2,938+97.5% | $3,963+46.4% | $3,740+55.2% |
| Admin fee / account holder | $1,353 | $3,976-66.0% | $5,611-75.9% | $5,306-74.5% |