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 | $74,431 | $60,349+23.3% | $74,183+0.3% | $62,891+18.3% |
| Participation rate | 76.1% | 72.7%+3.4pp | 76.6%-0.5pp | 69.3%+6.8pp |
| Annual return | 6.54% | 21.37%-14.8pp | 17.74%-11.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,190 | $1,680-29.2% | $2,370-49.8% | $2,281-47.8% |
| Participant deferral / active EE | $3,108 | $2,856+8.8% | $3,550-12.4% | $3,203-3.0% |
| Admin fee / account holder | $929 | $4,261-78.2% | $5,586-83.4% | $4,296-78.4% |