Filed September 4, 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 | $252,205 | $74,888+236.8% | $71,209+254.2% | $142,382+77.1% |
| Participation rate | 73.7% | 76.2%-2.5pp | 73.8%-0.1pp | 80.1%-6.4pp |
| Annual return | 14.82% | 345.14%-330.3pp | 282.51%-267.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $5,037 | $2,854+76.5% | $2,721+85.1% | $4,299+17.2% |
| Participant deferral / active EE | $6,465 | $4,454+45.1% | $4,175+54.9% | $6,507-0.6% |
| Admin fee / account holder | $4,617 | $5,568-17.1% | $5,349-13.7% | $12,624-63.4% |