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 | $217,175 | $79,944+171.7% | $98,439+120.6% | $75,163+188.9% |
| Participation rate | 98.9% | 70.4%+28.5pp | 75.2%+23.7pp | 67.2%+31.7pp |
| Annual return | 16.42% | 19.75%-3.3pp | 21.16%-4.7pp | 160.62%-144.2pp |
| Employer contribution / active EE | $9,486 | $2,264+319.0% | $3,048+211.2% | $2,670+255.3% |
| Participant deferral / active EE | $6,126 | $3,752+63.3% | $4,738+29.3% | $4,125+48.5% |
| Admin fee / account holder | $22,305 | $6,840+226.1% | $8,948+149.3% | $5,651+294.7% |