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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,447 | $110,094+83.9% | $151,611+33.5% | $68,494+195.6% |
| Participation rate | 76.6% | 84.0%-7.4pp | 87.5%-10.9pp | 67.9%+8.7pp |
| Annual return | -22.83% | -10.12%-12.7pp | 3.33%-26.2pp | -7.84%-15.0pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $12,626 | $6,527+93.4% | $8,363+51.0% | $4,027+213.5% |
| Admin fee / account holder | $41,986 | $7,719+444.0% | $11,616+261.4% | $5,403+677.1% |