Filed November 1, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,122 | $82,032+152.5% | $123,104+68.2% | $59,632+247.3% |
| Participation rate | 82.2% | 83.2%-1.0pp | 86.8%-4.6pp | 68.7%+13.6pp |
| Annual return | -3.02% | 5.12%-8.1pp | 13.22%-16.2pp | 2041.28%-2044.3pp |
| Employer contribution / active EE | $4,384 | $3,297+33.0% | $5,151-14.9% | $2,203+99.0% |
| Participant deferral / active EE | $9,685 | $4,667+107.5% | $6,230+55.5% | $3,192+203.5% |
| Admin fee / account holder | $6,259 | $5,881+6.4% | $9,015-30.6% | $4,297+45.7% |