Filed March 16, 2001
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,233 | $111,754+30.9% | $103,333+41.5% | $145,922+0.2% |
| Participation rate | 94.4% | 77.9%+16.5pp | 74.5%+19.9pp | 80.3%+14.2pp |
| Annual return | 18.21% | 24.77%-6.6pp | 24.88%-6.7pp | 561.29%-543.1pp |
| Employer contribution / active EE | $9,237 | $4,212+119.3% | $3,868+138.8% | $4,660+98.2% |
| Participant deferral / active EE | $6,788 | $5,619+20.8% | $5,057+34.2% | $6,688+1.5% |
| Admin fee / account holder | $2,203 | $9,750-77.4% | $8,355-73.6% | $13,397-83.6% |