Filed February 2, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $503,133 | $63,346+694.3% | $92,233+445.5% | $70,131+617.4% |
| Participation rate | 91.6% | 68.7%+22.9pp | 76.5%+15.1pp | 69.5%+22.0pp |
| Annual return | 14.69% | 530.12%-515.4pp | 176.28%-161.6pp | 73.14%-58.4pp |
| Employer contribution / active EE | $6,114 | $2,471+147.4% | $3,679+66.2% | $2,342+161.0% |
| Participant deferral / active EE | $8,423 | $2,854+195.1% | $3,897+116.1% | $3,332+152.8% |
| Admin fee / account holder | $55,909 | $3,840+1355.9% | $5,194+976.5% | $4,645+1103.6% |