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 | $270,964 | $65,409+314.3% | $98,442+175.3% | $85,850+215.6% |
| Participation rate | 86.7% | 65.0%+21.7pp | 73.3%+13.3pp | 69.3%+17.4pp |
| Annual return | 12.02% | 21.76%-9.7pp | 1492.73%-1480.7pp | 318.53%-306.5pp |
| Employer contribution / active EE | $9,338 | $2,168+330.8% | $2,960+215.5% | $2,565+264.1% |
| Participant deferral / active EE | $7,875 | $3,166+148.7% | $4,276+84.1% | $3,952+99.3% |
| Admin fee / account holder | $44,065 | $4,593+859.5% | $5,949+640.7% | $6,260+603.9% |