Filed September 21, 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 | $132,621 | $94,529+40.3% | $140,016-5.3% | $64,186+106.6% |
| Participation rate | 84.4% | 84.1%+0.3pp | 87.5%-3.1pp | 69.6%+14.8pp |
| Annual return | -6.43% | 7.77%-14.2pp | 651.12%-657.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,889 | $3,812-24.2% | $5,606-48.5% | $2,381+21.3% |
| Participant deferral / active EE | $4,994 | $5,250-4.9% | $6,927-27.9% | $3,470+43.9% |
| Admin fee / account holder | $9,043 | $6,741+34.1% | $10,705-15.5% | $4,888+85.0% |