Filed August 20, 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 | $60,015 | $76,552-21.6% | $123,892-51.6% | $62,891-4.6% |
| Participation rate | 93.2% | 73.0%+20.2pp | 81.4%+11.8pp | 69.3%+23.9pp |
| Annual return | 8.38% | 18.68%-10.3pp | 47.52%-39.1pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,818 | $2,883-36.9% | $4,617-60.6% | $2,281-20.3% |
| Participant deferral / active EE | $5,478 | $4,840+13.2% | $5,984-8.5% | $3,203+71.0% |
| Admin fee / account holder | $17,492 | $4,826+262.5% | $8,357+109.3% | $4,296+307.2% |