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 | $109,881+174.5% | $150,045+101.0% | $84,808+255.7% |
| Participation rate | 75.3% | 76.1%-0.8pp | 82.3%-7.0pp | 68.3%+7.0pp |
| Annual return | 14.83% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,645 | $3,561-25.7% | $4,693-43.7% | $2,631+0.5% |
| Participant deferral / active EE | $8,779 | $6,636+32.3% | $7,997+9.8% | $4,212+108.4% |
| Admin fee / account holder | $10,415 | $8,568+21.6% | $13,435-22.5% | $7,344+41.8% |