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 | $334,999 | $142,344+135.3% | $119,609+180.1% | $134,475+149.1% |
| Participation rate | 93.3% | 82.8%+10.5pp | 79.3%+14.1pp | 81.2%+12.1pp |
| Annual return | -15.54% | -12.44%-3.1pp | -14.97%-0.6pp | 417.96%-433.5pp |
| Employer contribution / active EE | $10,078 | $5,222+93.0% | $4,232+138.1% | $4,740+112.6% |
| Participant deferral / active EE | $4,995 | $6,469-22.8% | $5,602-10.8% | $6,400-22.0% |
| Admin fee / account holder | $26,464 | $13,584+94.8% | $10,323+156.3% | $11,426+131.6% |