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 | $337,249 | $138,347+143.8% | $184,203+83.1% | $80,856+317.1% |
| Participation rate | 74.5% | 83.9%-9.4pp | 86.8%-12.4pp | 67.6%+6.8pp |
| Annual return | 22.76% | 20.02%+2.7pp | 28.81%-6.1pp | 35.59%-12.8pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $12,322 | $7,071+74.3% | $9,131+34.9% | $4,296+186.8% |
| Admin fee / account holder | $31,179 | $10,483+197.4% | $13,901+124.3% | $6,918+350.7% |