Filed December 6, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,674 | $198,466-43.7% | $170,442-34.5% | $147,584-24.3% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 20.12% | 257.29%-237.2pp | 205.93%-185.8pp | 578.55%-558.4pp |
| Employer contribution / active EE | $2,126 | $6,184-65.6% | $5,433-60.9% | $4,876-56.4% |
| Participant deferral / active EE | $4,307 | $5,629-23.5% | $4,939-12.8% | $5,439-20.8% |
| Admin fee / account holder | $378 | $16,852-97.8% | $13,880-97.3% | $10,885-96.5% |