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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,829 | $98,750+119.6% | $149,696+44.8% | $79,858+171.5% |
| Participation rate | 94.2% | 75.8%+18.5pp | 82.5%+11.8pp | 69.6%+24.6pp |
| Annual return | 10.61% | 27.43%-16.8pp | 276.60%-266.0pp | 31.71%-21.1pp |
| Employer contribution / active EE | $9,313 | $3,216+189.6% | $4,644+100.5% | $2,471+276.9% |
| Participant deferral / active EE | $8,126 | $5,680+43.1% | $6,842+18.8% | $3,740+117.3% |
| Admin fee / account holder | $1,708 | $6,053-71.8% | $9,309-81.7% | $5,306-67.8% |