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 | $95,803+34.2% | $113,168+13.6% | $84,808+51.6% |
| Participation rate | 71.9% | 72.9%-0.9pp | 76.6%-4.6pp | 68.3%+3.6pp |
| Annual return | 15.96% | 25.00%-9.0pp | 24.27%-8.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,331 | $2,360-43.6% | $2,975-55.3% | $2,631-49.4% |
| Participant deferral / active EE | $3,738 | $4,242-11.9% | $5,107-26.8% | $4,212-11.2% |
| Admin fee / account holder | $2,391 | $8,989-73.4% | $12,068-80.2% | $7,344-67.4% |