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 | $100,318 | $49,227+103.8% | $70,449+42.4% | $79,858+25.6% |
| Participation rate | 95.0% | 69.2%+25.8pp | 75.1%+19.9pp | 69.6%+25.4pp |
| Annual return | 14.03% | 30.06%-16.0pp | 109.03%-95.0pp | 31.71%-17.7pp |
| Employer contribution / active EE | $2,634 | $2,099+25.5% | $2,737-3.7% | $2,471+6.6% |
| Participant deferral / active EE | $6,890 | $2,768+148.9% | $3,709+85.8% | $3,740+84.2% |
| Admin fee / account holder | $2,280 | $2,878-20.8% | $3,845-40.7% | $5,306-57.0% |