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 | $114,231 | $48,230+136.8% | $67,502+69.2% | $80,856+41.3% |
| Participation rate | 95.2% | 66.4%+28.9pp | 72.9%+22.4pp | 67.6%+27.6pp |
| Annual return | 13.06% | 18.28%-5.2pp | 3512.12%-3499.1pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,877 | $2,020+42.5% | $2,731+5.4% | $2,755+4.5% |
| Participant deferral / active EE | $7,975 | $2,924+172.8% | $4,000+99.4% | $4,296+85.6% |
| Admin fee / account holder | $1,673 | $3,681-54.6% | $3,998-58.1% | $6,918-75.8% |