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 | $311,726 | $58,208+435.5% | $81,812+281.0% | $80,856+285.5% |
| Participation rate | 95.5% | 63.4%+32.0pp | 72.3%+23.1pp | 67.6%+27.8pp |
| Annual return | 11.72% | 41.66%-29.9pp | 773.79%-762.1pp | 35.59%-23.9pp |
| Employer contribution / active EE | $10,279 | $2,340+339.3% | $2,912+253.0% | $2,755+273.1% |
| Participant deferral / active EE | $7,730 | $3,281+135.6% | $4,319+79.0% | $4,296+79.9% |
| Admin fee / account holder | $7,975 | $4,981+60.1% | $7,386+8.0% | $6,918+15.3% |