Filed June 25, 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 | $128,585 | $95,453+34.7% | $112,040+14.8% | $82,448+56.0% |
| Participation rate | 71.9% | 72.8%-0.8pp | 76.5%-4.6pp | 68.1%+3.9pp |
| Annual return | 15.96% | 23.92%-8.0pp | 24.52%-8.6pp | 41.64%-25.7pp |
| Employer contribution / active EE | $1,331 | $2,318-42.6% | $2,954-54.9% | $2,551-47.8% |
| Participant deferral / active EE | $3,738 | $4,224-11.5% | $5,098-26.7% | $4,139-9.7% |
| Admin fee / account holder | $2,391 | $9,013-73.5% | $12,098-80.2% | $7,234-66.9% |