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 | $402,302 | $154,117+161.0% | $129,995+209.5% | $139,434+188.5% |
| Participation rate | 94.1% | 82.0%+12.2pp | 78.5%+15.6pp | 80.3%+13.8pp |
| Annual return | 14.76% | 32.48%-17.7pp | -137.18%+151.9pp | 372.94%-358.2pp |
| Employer contribution / active EE | $9,629 | $5,289+82.1% | $4,320+122.9% | $4,751+102.7% |
| Participant deferral / active EE | $4,947 | $6,710-26.3% | $5,820-15.0% | $6,710-26.3% |
| Admin fee / account holder | $13,448 | $14,007-4.0% | $10,614+26.7% | $11,403+17.9% |