Filed March 13, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,999 | $54,380+129.9% | $68,509+82.5% | $59,632+109.6% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | 1.14% | 2.83%-1.7pp | 8.27%-7.1pp | 2041.28%-2040.1pp |
| Employer contribution / active EE | $3,885 | $1,539+152.5% | $2,278+70.6% | $2,203+76.4% |
| Participant deferral / active EE | $4,962 | $2,643+87.7% | $3,382+46.7% | $3,192+55.5% |
| Admin fee / account holder | $26,387 | $3,885+579.1% | $5,275+400.3% | $4,297+514.1% |