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 | $257,451 | $167,484+53.7% | $151,611+69.8% | $134,475+91.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.60% | 7.80%-23.4pp | 3.33%-18.9pp | 417.96%-433.6pp |
| Employer contribution / active EE | $7,511 | $6,829+10.0% | $6,166+21.8% | $4,740+58.5% |
| Participant deferral / active EE | $9,489 | $8,986+5.6% | $8,363+13.5% | $6,400+48.3% |
| Admin fee / account holder | $1,966 | $13,783-85.7% | $11,616-83.1% | $11,426-82.8% |