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 | $132,927 | $61,660+115.6% | $80,019+66.1% | $64,186+107.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -4.97% | -0.33%-4.6pp | 11.22%-16.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $4,353 | $1,810+140.5% | $2,468+76.4% | $2,381+82.8% |
| Participant deferral / active EE | $6,045 | $2,968+103.7% | $3,686+64.0% | $3,470+74.2% |
| Admin fee / account holder | $19,636 | $5,417+262.5% | $6,521+201.1% | $4,888+301.7% |