Filed March 26, 2002 (most recent of 2 filings on file)
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 | $253,838 | $60,124+322.2% | $90,404+180.8% | $79,858+217.9% |
| Participation rate | 86.7% | 65.0%+21.7pp | 72.7%+14.0pp | 69.6%+17.0pp |
| Annual return | 14.80% | 71.94%-57.1pp | 1293.02%-1278.2pp | 31.71%-16.9pp |
| Employer contribution / active EE | $8,730 | $2,068+322.2% | $3,262+167.6% | $2,471+253.3% |
| Participant deferral / active EE | $7,267 | $2,938+147.3% | $3,963+83.3% | $3,740+94.3% |
| Admin fee / account holder | $6,289 | $3,976+58.1% | $5,611+12.1% | $5,306+18.5% |