Filed July 29, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $304,497 | $192,717+58.0% | $142,449+113.8% | $139,434+118.4% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 14.69% | 17.99%-3.3pp | 19.99%-5.3pp | 372.94%-358.3pp |
| Employer contribution / active EE | $22,495 | $5,806+287.4% | $4,847+364.1% | $4,751+373.5% |
| Participant deferral / active EE | $2,857 | $7,208-60.4% | $6,283-54.5% | $6,710-57.4% |
| Admin fee / account holder | $6,018 | $15,124-60.2% | $10,011-39.9% | $11,403-47.2% |