Filed May 9, 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 | $70,476 | $78,422-10.1% | $95,952-26.6% | $79,858-11.7% |
| Participation rate | 78.1% | 73.5%+4.6pp | 77.1%+1.1pp | 69.6%+8.5pp |
| Annual return | 16.27% | 19.37%-3.1pp | 91.61%-75.3pp | 31.71%-15.4pp |
| Employer contribution / active EE | $618 | $1,945-68.2% | $2,541-75.7% | $2,471-75.0% |
| Participant deferral / active EE | $2,453 | $3,440-28.7% | $4,167-41.1% | $3,740-34.4% |
| Admin fee / account holder | $8,065 | $5,622+43.5% | $6,795+18.7% | $5,306+52.0% |