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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $600,963 | $74,888+702.5% | $71,209+743.9% | $142,382+322.1% |
| Participation rate | 86.7% | 76.2%+10.4pp | 73.8%+12.9pp | 80.1%+6.5pp |
| Annual return | 13.01% | 345.14%-332.1pp | 282.51%-269.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $11,421 | $2,854+300.1% | $2,721+319.8% | $4,299+165.7% |
| Participant deferral / active EE | $6,038 | $4,454+35.5% | $4,175+44.6% | $6,507-7.2% |
| Admin fee / account holder | $20,456 | $5,568+267.4% | $5,349+282.4% | $12,624+62.0% |