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 | $317,954 | $185,822+71.1% | $169,993+87.0% | $139,434+128.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.26% | 60.50%-46.2pp | 53.37%-39.1pp | 372.94%-358.7pp |
| Employer contribution / active EE | $6,826 | $7,590-10.1% | $6,785+0.6% | $4,751+43.7% |
| Participant deferral / active EE | $8,185 | $11,622-29.6% | $10,408-21.4% | $6,710+22.0% |
| Admin fee / account holder | $11,931 | $15,381-22.4% | $12,815-6.9% | $11,403+4.6% |