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 | $367,067 | $54,705+571.0% | $71,209+415.5% | $84,808+332.8% |
| Participation rate | 97.6% | 64.1%+33.5pp | 73.8%+23.9pp | 68.3%+29.3pp |
| Annual return | 17.48% | 35.90%-18.4pp | 282.51%-265.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $11,327 | $2,158+424.9% | $2,721+316.3% | $2,631+330.5% |
| Participant deferral / active EE | $9,646 | $3,030+218.3% | $4,175+131.0% | $4,212+129.0% |
| Admin fee / account holder | $16,817 | $4,863+245.8% | $5,349+214.4% | $7,344+129.0% |