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 | $89,814 | $42,894+109.4% | $60,874+47.5% | $68,494+31.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -11.67% | -13.98%+2.3pp | 16.90%-28.6pp | -7.84%-3.8pp |
| Employer contribution / active EE | $5,216 | $1,978+163.7% | $2,701+93.1% | $2,596+100.9% |
| Participant deferral / active EE | $7,982 | $2,867+178.4% | $3,817+109.1% | $4,027+98.2% |
| Admin fee / account holder | $10,517 | $3,101+239.2% | $3,224+226.2% | $5,403+94.7% |