Filed January 16, 2001 (most recent of 2 filings on file)
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $320,168 | $150,440+112.8% | $136,294+134.9% | $147,584+116.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.40% | 1049.08%-1034.7pp | 5155.94%-5141.5pp | 578.55%-564.1pp |
| Employer contribution / active EE | $7,067 | $5,256+34.4% | $4,695+50.5% | $4,876+44.9% |
| Participant deferral / active EE | $4,632 | $6,630-30.1% | $6,247-25.8% | $5,439-14.8% |
| Admin fee / account holder | $10,978 | $10,905+0.7% | $9,243+18.8% | $10,885+0.9% |