Filed September 23, 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 | $309,739 | $209,832+47.6% | $189,513+63.4% | $167,490+84.9% |
| Participation rate | 92.9% | 88.7%+4.2pp | 87.8%+5.1pp | 82.1%+10.8pp |
| Annual return | 10.77% | 748.27%-737.5pp | 555.15%-544.4pp | 478.56%-467.8pp |
| Employer contribution / active EE | $6,128 | $6,914-11.4% | $6,162-0.5% | $4,837+26.7% |
| Participant deferral / active EE | $7,625 | $8,935-14.7% | $8,221-7.2% | $6,341+20.2% |
| Admin fee / account holder | $11,719 | $14,293-18.0% | $12,045-2.7% | $12,309-4.8% |