Filed March 1, 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 | $154,305 | $77,813+98.3% | $123,544+24.9% | $64,186+140.4% |
| Participation rate | 97.8% | 74.7%+23.1pp | 82.3%+15.5pp | 69.6%+28.2pp |
| Annual return | -0.08% | 12.48%-12.6pp | 119.20%-119.3pp | 7.63%-7.7pp |
| Employer contribution / active EE | $8,076 | $3,014+168.0% | $4,628+74.5% | $2,381+239.2% |
| Participant deferral / active EE | $7,875 | $5,240+50.3% | $6,426+22.6% | $3,470+127.0% |
| Admin fee / account holder | $1,682 | $5,519-69.5% | $9,284-81.9% | $4,888-65.6% |