Filed December 18, 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 | $473,812 | $105,181+350.5% | $159,436+197.2% | $85,850+451.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.58% | 45.07%-30.5pp | 263.57%-249.0pp | 318.53%-304.0pp |
| Employer contribution / active EE | $4,583 | $3,318+38.1% | $4,829-5.1% | $2,565+78.7% |
| Participant deferral / active EE | $11,926 | $5,945+100.6% | $7,352+62.2% | $3,952+201.8% |
| Admin fee / account holder | $22,794 | $6,933+228.8% | $10,799+111.1% | $6,260+264.1% |