Filed May 24, 2002 (most recent of 3 filings on file)
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 | $294,829 | $123,793+138.2% | $177,821+65.8% | $79,858+269.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 13.39% | 22.82%-9.4pp | 48.32%-34.9pp | 31.71%-18.3pp |
| Employer contribution / active EE | $5,773 | $4,095+41.0% | $5,918-2.5% | $2,471+133.6% |
| Participant deferral / active EE | $7,416 | $5,956+24.5% | $7,714-3.9% | $3,740+98.3% |
| Admin fee / account holder | $23,591 | $7,243+225.7% | $12,427+89.8% | $5,306+344.6% |