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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,024 | $87,841+141.4% | $133,980+58.3% | $62,891+237.1% |
| Participation rate | 91.1% | 83.4%+7.7pp | 87.1%+4.0pp | 69.3%+21.8pp |
| Annual return | 6.80% | 12.05%-5.3pp | 29.30%-22.5pp | 20.14%-13.3pp |
| Employer contribution / active EE | $4,833 | $3,483+38.8% | $5,211-7.3% | $2,281+111.9% |
| Participant deferral / active EE | $10,668 | $4,812+121.7% | $6,282+69.8% | $3,203+233.1% |
| Admin fee / account holder | $678 | $5,371-87.4% | $9,324-92.7% | $4,296-84.2% |