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 | $102,007 | $53,822+89.5% | $75,696+34.8% | $85,850+18.8% |
| Participation rate | 97.6% | 69.1%+28.5pp | 74.8%+22.7pp | 69.3%+28.2pp |
| Annual return | 13.64% | 24.54%-10.9pp | 104.53%-90.9pp | 318.53%-304.9pp |
| Employer contribution / active EE | $5,053 | $2,017+150.5% | $2,743+84.2% | $2,565+97.0% |
| Participant deferral / active EE | $7,308 | $2,895+152.4% | $3,821+91.2% | $3,952+84.9% |
| Admin fee / account holder | $7,837 | $3,343+134.4% | $3,619+116.5% | $6,260+25.2% |