Filed June 29, 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 | $110,784 | $81,460+36.0% | $103,333+7.2% | $80,856+37.0% |
| Participation rate | 82.4% | 66.8%+15.5pp | 74.5%+7.8pp | 67.6%+14.7pp |
| Annual return | 10.41% | 25.55%-15.1pp | 24.88%-14.5pp | 35.59%-25.2pp |
| Employer contribution / active EE | $1,972 | $3,105-36.5% | $3,868-49.0% | $2,755-28.4% |
| Participant deferral / active EE | $6,131 | $3,869+58.5% | $5,057+21.2% | $4,296+42.7% |
| Admin fee / account holder | $6,277 | $6,566-4.4% | $8,355-24.9% | $6,918-9.3% |