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 | $65,399 | $45,035+45.2% | $62,995+3.8% | $70,131-6.7% |
| Participation rate | 92.7% | 69.5%+23.2pp | 74.8%+17.9pp | 69.5%+23.1pp |
| Annual return | 12.45% | 18.76%-6.3pp | 87.57%-75.1pp | 73.14%-60.7pp |
| Employer contribution / active EE | $2,653 | $2,051+29.3% | $2,759-3.8% | $2,342+13.2% |
| Participant deferral / active EE | $6,681 | $2,465+171.1% | $3,329+100.7% | $3,332+100.5% |
| Admin fee / account holder | $15,664 | $2,834+452.7% | $3,600+335.1% | $4,645+237.2% |