Filed February 1, 2002 (most recent of 2 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 | $290,418 | $148,978+94.9% | $200,582+44.8% | $84,808+242.4% |
| Participation rate | 83.0% | 84.2%-1.3pp | 86.9%-3.9pp | 68.3%+14.7pp |
| Annual return | 14.27% | 28.16%-13.9pp | 42.33%-28.1pp | 40.90%-26.6pp |
| Employer contribution / active EE | $5,564 | $4,815+15.6% | $6,419-13.3% | $2,631+111.5% |
| Participant deferral / active EE | $8,813 | $7,142+23.4% | $9,331-5.6% | $4,212+109.3% |
| Admin fee / account holder | $21,494 | $13,977+53.8% | $16,305+31.8% | $7,344+192.7% |