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 | $196,543 | $89,355+120.0% | $141,162+39.2% | $72,985+169.3% |
| Participation rate | 95.7% | 75.1%+20.6pp | 82.5%+13.3pp | 69.5%+26.3pp |
| Annual return | 20.26% | 111.85%-91.6pp | 71.39%-51.1pp | 81.00%-60.7pp |
| Employer contribution / active EE | $9,863 | $3,114+216.7% | $4,735+108.3% | $2,440+304.2% |
| Participant deferral / active EE | $8,246 | $5,418+52.2% | $6,709+22.9% | $3,607+128.6% |
| Admin fee / account holder | $2,611 | $5,958-56.2% | $10,261-74.5% | $5,124-49.0% |