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 | $166,854 | $76,367+118.5% | $93,606+78.3% | $72,985+128.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 24.04% | 25.82%-1.8pp | 32.76%-8.7pp | 81.00%-57.0pp |
| Employer contribution / active EE | $5,095 | $2,275+123.9% | $2,718+87.5% | $2,440+108.8% |
| Participant deferral / active EE | $6,906 | $3,538+95.2% | $4,069+69.7% | $3,607+91.4% |
| Admin fee / account holder | $8,525 | $6,838+24.7% | $7,888+8.1% | $5,124+66.4% |