Filed January 17, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $321,095 | $138,065+132.6% | $123,544+159.9% | $135,375+137.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 9.29% | 153.68%-144.4pp | 119.20%-109.9pp | 519.73%-510.4pp |
| Employer contribution / active EE | $5,750 | $5,151+11.6% | $4,628+24.2% | $4,779+20.3% |
| Participant deferral / active EE | $3,162 | $6,799-53.5% | $6,426-50.8% | $5,609-43.6% |
| Admin fee / account holder | $10,329 | $10,916-5.4% | $9,284+11.3% | $10,827-4.6% |