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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $327,849 | $157,256+108.5% | $141,162+132.3% | $152,861+114.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 27.45% | 64.32%-36.9pp | 71.39%-43.9pp | 345.32%-317.9pp |
| Employer contribution / active EE | $8,916 | $5,261+69.5% | $4,735+88.3% | $4,762+87.2% |
| Participant deferral / active EE | $6,909 | $7,109-2.8% | $6,709+3.0% | $5,850+18.1% |
| Admin fee / account holder | $5,472 | $12,120-54.9% | $10,261-46.7% | $11,596-52.8% |