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 | $494,750 | $64,707+664.6% | $112,228+340.8% | $68,494+622.3% |
| Participation rate | 96.4% | 67.2%+29.2pp | 75.1%+21.3pp | 67.9%+28.5pp |
| Annual return | -14.33% | -11.40%-2.9pp | 27.45%-41.8pp | -7.84%-6.5pp |
| Employer contribution / active EE | $19,533 | $2,746+611.3% | $3,635+437.4% | $2,596+652.3% |
| Participant deferral / active EE | $11,250 | $3,565+215.6% | $4,728+138.0% | $4,027+179.4% |
| Admin fee / account holder | $22,609 | $5,232+332.1% | $6,410+252.7% | $5,403+318.5% |