Filed July 19, 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 | $342,979 | $152,587+124.8% | $125,175+174.0% | $152,861+124.4% |
| Participation rate | 89.5% | 83.3%+6.1pp | 79.8%+9.7pp | 82.4%+7.0pp |
| Annual return | 19.63% | 54.84%-35.2pp | 43.79%-24.2pp | 345.32%-325.7pp |
| Employer contribution / active EE | $8,126 | $4,946+64.3% | $3,865+110.2% | $4,762+70.6% |
| Participant deferral / active EE | $3,525 | $5,868-39.9% | $4,937-28.6% | $5,850-39.7% |
| Admin fee / account holder | $14,240 | $13,434+6.0% | $9,702+46.8% | $11,596+22.8% |