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 | $179,384 | $123,793+44.9% | $177,821+0.9% | $79,858+124.6% |
| Participation rate | 89.3% | 84.7%+4.6pp | 87.7%+1.6pp | 69.6%+19.7pp |
| Annual return | 12.81% | 22.82%-10.0pp | 48.32%-35.5pp | 31.71%-18.9pp |
| Employer contribution / active EE | $2,950 | $4,095-28.0% | $5,918-50.2% | $2,471+19.4% |
| Participant deferral / active EE | $6,051 | $5,956+1.6% | $7,714-21.6% | $3,740+61.8% |
| Admin fee / account holder | $7,404 | $7,243+2.2% | $12,427-40.4% | $5,306+39.5% |