Filed November 9, 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 | $233,087 | $87,733+165.7% | $106,548+118.8% | $85,850+171.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 13.93% | 21.86%-7.9pp | 26.80%-12.9pp | 318.53%-304.6pp |
| Employer contribution / active EE | $8,901 | $2,073+329.4% | $2,819+215.8% | $2,565+247.0% |
| Participant deferral / active EE | $6,128 | $3,469+76.6% | $4,398+39.3% | $3,952+55.1% |
| Admin fee / account holder | $10,494 | $6,767+55.1% | $7,407+41.7% | $6,260+67.6% |