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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,481 | $43,327+48.8% | $59,878+7.7% | $64,186+0.5% |
| Participation rate | 88.6% | 69.2%+19.5pp | 74.7%+13.9pp | 69.6%+19.1pp |
| Annual return | -8.07% | -1.55%-6.5pp | 3.46%-11.5pp | 7.63%-15.7pp |
| Employer contribution / active EE | $3,291 | $2,028+62.2% | $2,722+20.9% | $2,381+38.2% |
| Participant deferral / active EE | $5,899 | $2,546+131.7% | $3,402+73.4% | $3,470+70.0% |
| Admin fee / account holder | $6,587 | $3,005+119.2% | $3,590+83.5% | $4,888+34.8% |