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 | $208,532 | $79,944+160.8% | $98,439+111.8% | $75,163+177.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 16.60% | 19.75%-3.1pp | 21.16%-4.6pp | 160.62%-144.0pp |
| Employer contribution / active EE | $5,853 | $2,264+158.5% | $3,048+92.0% | $2,670+119.2% |
| Participant deferral / active EE | $10,037 | $3,752+167.5% | $4,738+111.9% | $4,125+143.3% |
| Admin fee / account holder | $19,087 | $6,840+179.1% | $8,948+113.3% | $5,651+237.8% |