Filed January 18, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,497 | $171,865-93.3% | $149,718-92.3% | $147,584-92.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 4.09% | 2113.22%-2109.1pp | 1501.63%-1497.5pp | 578.55%-574.5pp |
| Employer contribution / active EE | $625 | $6,275-90.0% | $5,445-88.5% | $4,876-87.2% |
| Participant deferral / active EE | $1,454 | $7,271-80.0% | $6,569-77.9% | $5,439-73.3% |
| Admin fee / account holder | $2,108 | $13,799-84.7% | $11,283-81.3% | $10,885-80.6% |