Filed September 28, 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 | $249,117 | $138,065+80.4% | $123,544+101.6% | $135,375+84.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -34.15% | 153.68%-187.8pp | 119.20%-153.3pp | 519.73%-553.9pp |
| Employer contribution / active EE | $11,468 | $5,151+122.6% | $4,628+147.8% | $4,779+140.0% |
| Participant deferral / active EE | $9,755 | $6,799+43.5% | $6,426+51.8% | $5,609+73.9% |
| Admin fee / account holder | $107,217 | $10,916+882.2% | $9,284+1054.9% | $10,827+890.3% |