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 | $567,581 | $65,365+768.3% | $92,893+511.0% | $72,985+677.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 18.54% | 42.10%-23.6pp | 109.41%-90.9pp | 81.00%-62.5pp |
| Employer contribution / active EE | $8,379 | $2,594+223.0% | $3,653+129.4% | $2,440+243.4% |
| Participant deferral / active EE | $10,788 | $3,128+244.9% | $4,236+154.7% | $3,607+199.1% |
| Admin fee / account holder | $16,670 | $4,251+292.1% | $5,794+187.7% | $5,124+225.3% |