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 | $80,749 | $45,073+79.2% | $69,455+16.3% | $72,985+10.6% |
| Participation rate | 85.7% | 68.5%+17.2pp | 74.6%+11.1pp | 69.5%+16.2pp |
| Annual return | 21.14% | 22.65%-1.5pp | 28.97%-7.8pp | 81.00%-59.9pp |
| Employer contribution / active EE | $3,851 | $2,054+87.5% | $2,779+38.6% | $2,440+57.9% |
| Participant deferral / active EE | $6,419 | $2,602+146.7% | $3,535+81.6% | $3,607+77.9% |
| Admin fee / account holder | $6,263 | $3,056+105.0% | $3,839+63.1% | $5,124+22.2% |