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 | $600,294 | $72,277+730.5% | $101,248+492.9% | $79,858+651.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 14.26% | 22.30%-8.0pp | 46.47%-32.2pp | 31.71%-17.5pp |
| Employer contribution / active EE | $8,211 | $2,692+205.0% | $3,660+124.4% | $2,471+232.3% |
| Participant deferral / active EE | $10,809 | $3,282+229.4% | $4,370+147.3% | $3,740+189.0% |
| Admin fee / account holder | $37,107 | $4,400+743.3% | $5,945+524.1% | $5,306+599.3% |