Filed January 2, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,814 | $228,332+12.5% | $185,823+38.2% | $158,922+61.6% |
| Participation rate | 90.5% | 82.3%+8.2pp | 78.0%+12.4pp | 82.0%+8.5pp |
| Annual return | 17.95% | 40.80%-22.9pp | 35.95%-18.0pp | 302.83%-284.9pp |
| Employer contribution / active EE | $11,280 | $4,967+127.1% | $4,087+176.0% | $4,761+136.9% |
| Participant deferral / active EE | $17,215 | $6,415+168.4% | $5,632+205.7% | $5,982+187.8% |
| Admin fee / account holder | $34,975 | $11,864+194.8% | $9,500+268.1% | $11,246+211.0% |