Filed April 17, 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 | $257,784 | $49,177+424.2% | $79,464+224.4% | $64,186+301.6% |
| Participation rate | 83.3% | 65.0%+18.3pp | 73.3%+10.0pp | 69.6%+13.8pp |
| Annual return | -3.58% | -1.16%-2.4pp | 718.14%-721.7pp | 7.63%-11.2pp |
| Employer contribution / active EE | $6,010 | $2,076+189.5% | $2,800+114.6% | $2,381+152.4% |
| Participant deferral / active EE | $11,516 | $2,821+308.2% | $3,704+210.9% | $3,470+231.9% |
| Admin fee / account holder | $14,873 | $3,839+287.4% | $5,113+190.9% | $4,888+204.3% |