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 | $190,042 | $73,004+160.3% | $90,749+109.4% | $68,494+177.5% |
| Participation rate | 97.8% | 70.8%+27.0pp | 75.7%+22.1pp | 67.9%+29.9pp |
| Annual return | -15.59% | -13.81%-1.8pp | -12.16%-3.4pp | -7.84%-7.7pp |
| Employer contribution / active EE | $8,459 | $2,193+285.7% | $2,921+189.6% | $2,596+225.8% |
| Participant deferral / active EE | $5,670 | $3,627+56.3% | $4,564+24.2% | $4,027+40.8% |
| Admin fee / account holder | $11,443 | $5,896+94.1% | $8,445+35.5% | $5,403+111.8% |