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 | $299,980 | $202,432+48.2% | $169,368+77.1% | $139,434+115.1% |
| Participation rate | 83.3% | 81.1%+2.3pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 21.74% | 531.74%-510.0pp | 405.60%-383.9pp | 372.94%-351.2pp |
| Employer contribution / active EE | $9,438 | $4,692+101.1% | $4,013+135.2% | $4,751+98.7% |
| Participant deferral / active EE | $12,226 | $6,938+76.2% | $6,221+96.5% | $6,710+82.2% |
| Admin fee / account holder | $304 | $10,708-97.2% | $9,003-96.6% | $11,403-97.3% |