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 | $160,816 | $67,411+138.6% | $91,001+76.7% | $70,131+129.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 16.78% | -40.16%+56.9pp | 4.60%+12.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $4,197 | $1,786+135.0% | $2,456+70.9% | $2,342+79.2% |
| Participant deferral / active EE | $5,583 | $2,823+97.8% | $3,547+57.4% | $3,332+67.6% |
| Admin fee / account holder | $14,013 | $4,236+230.8% | $5,417+158.7% | $4,645+201.7% |