Filed January 26, 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 | $46,472 | $40,256+15.4% | $57,343-19.0% | $59,632-22.1% |
| Participation rate | 88.7% | 69.2%+19.5pp | 75.1%+13.6pp | 68.7%+20.0pp |
| Annual return | 10.86% | 27.49%-16.6pp | 24.39%-13.5pp | 2041.28%-2030.4pp |
| Employer contribution / active EE | $1,820 | $1,922-5.3% | $2,689-32.3% | $2,203-17.4% |
| Participant deferral / active EE | $4,616 | $2,399+92.4% | $3,162+46.0% | $3,192+44.6% |
| Admin fee / account holder | $6,267 | $2,818+122.4% | $3,356+86.7% | $4,297+45.8% |