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 | $300,063 | $77,314+288.1% | $177,989+68.6% | $80,856+271.1% |
| Participation rate | 96.2% | 65.7%+30.5pp | 77.1%+19.1pp | 67.6%+28.5pp |
| Annual return | 15.82% | 18.09%-2.3pp | 294.48%-278.7pp | 35.59%-19.8pp |
| Employer contribution / active EE | $11,040 | $2,292+381.7% | $3,949+179.6% | $2,755+300.7% |
| Participant deferral / active EE | $14,356 | $4,411+225.5% | $6,276+128.7% | $4,296+234.2% |
| Admin fee / account holder | $36,811 | $7,191+411.9% | $10,363+255.2% | $6,918+432.1% |