Filed September 7, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,333 | $53,018+249.6% | $70,014+164.7% | $62,891+194.7% |
| Participation rate | 96.3% | 67.2%+29.1pp | 71.8%+24.5pp | 69.3%+27.0pp |
| Annual return | 3.07% | 13.35%-10.3pp | 12.99%-9.9pp | 20.14%-17.1pp |
| Employer contribution / active EE | $4,154 | $1,799+130.9% | $2,338+77.6% | $2,281+82.1% |
| Participant deferral / active EE | $7,373 | $2,395+207.8% | $2,931+151.6% | $3,203+130.2% |
| Admin fee / account holder | $3,554 | $3,690-3.7% | $4,380-18.9% | $4,296-17.3% |