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 | $460,268 | $102,317+349.8% | $146,958+213.2% | $80,856+469.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.72% | 134.76%-121.0pp | 418.34%-404.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $5,084 | $3,713+36.9% | $4,933+3.1% | $2,755+84.5% |
| Participant deferral / active EE | $12,853 | $6,644+93.5% | $8,070+59.3% | $4,296+199.2% |
| Admin fee / account holder | $71,118 | $7,941+795.6% | $12,998+447.1% | $6,918+928.0% |