Filed August 17, 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 | $157,523 | $153,772+2.4% | $133,980+17.6% | $273,961-42.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.55% | 36.51%-31.0pp | 29.30%-23.8pp | 41.45%-35.9pp |
| Employer contribution / active EE | $13,539 | $6,029+124.6% | $5,211+159.8% | $4,869+178.1% |
| Participant deferral / active EE | $4,650 | $6,958-33.2% | $6,282-26.0% | $5,287-12.1% |
| Admin fee / account holder | $27,946 | $11,765+137.5% | $9,324+199.7% | $10,132+175.8% |