Filed February 5, 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 | $301,630 | $106,749+182.6% | $145,433+107.4% | $82,448+265.8% |
| Participation rate | 75.3% | 75.6%-0.4pp | 82.1%-6.8pp | 68.1%+7.2pp |
| Annual return | 14.83% | 27.59%-12.8pp | 66.58%-51.7pp | 41.64%-26.8pp |
| Employer contribution / active EE | $2,645 | $3,444-23.2% | $4,554-41.9% | $2,551+3.7% |
| Participant deferral / active EE | $8,779 | $6,519+34.7% | $7,897+11.2% | $4,139+112.1% |
| Admin fee / account holder | $10,415 | $8,390+24.1% | $13,129-20.7% | $7,234+44.0% |