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 | $103,829 | $46,553+123.0% | $64,056+62.1% | $75,163+38.1% |
| Participation rate | 90.2% | 65.9%+24.3pp | 72.3%+17.9pp | 67.2%+23.1pp |
| Annual return | 14.38% | 26.03%-11.7pp | 33.69%-19.3pp | 160.62%-146.2pp |
| Employer contribution / active EE | $3,010 | $1,974+52.5% | $2,747+9.6% | $2,670+12.7% |
| Participant deferral / active EE | $8,356 | $2,837+194.6% | $3,880+115.3% | $4,125+102.6% |
| Admin fee / account holder | $8,708 | $2,952+195.0% | $3,068+183.8% | $5,651+54.1% |