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 | $309,342 | $110,094+181.0% | $151,611+104.0% | $68,494+351.6% |
| Participation rate | 96.7% | 84.0%+12.7pp | 87.5%+9.2pp | 67.9%+28.8pp |
| Annual return | -11.79% | -10.12%-1.7pp | 3.33%-15.1pp | -7.84%-3.9pp |
| Employer contribution / active EE | $6,185 | $4,471+38.3% | $6,166+0.3% | $2,596+138.2% |
| Participant deferral / active EE | $7,652 | $6,527+17.2% | $8,363-8.5% | $4,027+90.0% |
| Admin fee / account holder | $14,485 | $7,719+87.7% | $11,616+24.7% | $5,403+168.1% |