Filed January 30, 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 | $91,037 | $87,841+3.6% | $133,980-32.1% | $62,891+44.8% |
| Participation rate | 86.7% | 83.4%+3.3pp | 87.1%-0.4pp | 69.3%+17.4pp |
| Annual return | 7.59% | 12.05%-4.5pp | 29.30%-21.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,210 | $3,483-36.5% | $5,211-57.6% | $2,281-3.1% |
| Participant deferral / active EE | $4,416 | $4,812-8.2% | $6,282-29.7% | $3,203+37.9% |
| Admin fee / account holder | $7,157 | $5,371+33.3% | $9,324-23.2% | $4,296+66.6% |