Filed August 27, 2001 (most recent of 2 filings on file)
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $327,807 | $137,414+138.6% | $189,513+73.0% | $85,850+281.8% |
| Participation rate | 75.4% | 84.6%-9.2pp | 87.8%-12.4pp | 69.3%+6.1pp |
| Annual return | 19.67% | 38.14%-18.5pp | 555.15%-535.5pp | 318.53%-298.9pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $12,460 | $6,260+99.0% | $8,221+51.6% | $3,952+215.3% |
| Admin fee / account holder | $946 | $8,630-89.0% | $12,045-92.1% | $6,260-84.9% |