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 | $95,147 | $94,529+0.7% | $140,016-32.0% | $64,186+48.2% |
| Participation rate | 95.4% | 84.1%+11.3pp | 87.5%+7.9pp | 69.6%+25.8pp |
| Annual return | -5.58% | 7.77%-13.4pp | 651.12%-656.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $4,275 | $3,812+12.1% | $5,606-23.7% | $2,381+79.6% |
| Participant deferral / active EE | $5,596 | $5,250+6.6% | $6,927-19.2% | $3,470+61.3% |
| Admin fee / account holder | $4,683 | $6,741-30.5% | $10,705-56.3% | $4,888-4.2% |