Filed July 16, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,078,507 | $70,756+8490.9% | $65,493+9181.1% | $142,382+4169.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 7.25% | 1754.89%-1747.6pp | 982.45%-975.2pp | 217.08%-209.8pp |
| Employer contribution / active EE | $15,684 | $2,881+444.5% | $2,574+509.3% | $4,299+264.8% |
| Participant deferral / active EE | $15,684 | $4,637+238.2% | $3,961+296.0% | $6,507+141.0% |
| Admin fee / account holder | $443,799 | $6,559+6666.2% | $5,028+8726.1% | $12,624+3415.6% |