Filed July 19, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,905 | $78,826-55.7% | $91,001-61.6% | - |
| Participation rate | 98.0% | 75.7%+22.2pp | 75.6%+22.4pp | - |
| Annual return | 15.10% | 13.42%+1.7pp | 4.60%+10.5pp | - |
| Employer contribution / active EE | $253 | $2,032-87.6% | $2,456-89.7% | - |
| Participant deferral / active EE | $1,635 | $3,427-52.3% | $3,547-53.9% | - |
| Admin fee / account holder | $4,862 | $1,277+280.6% | $5,417-10.3% | - |