Filed July 5, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,592 | $77,634+131.3% | $156,549+14.7% | $62,891+185.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 0.21% | 50.32%-50.1pp | 32.23%-32.0pp | 20.14%-19.9pp |
| Employer contribution / active EE | $3,652 | $3,444+6.1% | $5,501-33.6% | $2,281+60.1% |
| Participant deferral / active EE | $2,326 | $3,045-23.6% | $4,871-52.3% | $3,203-27.4% |
| Admin fee / account holder | $3,875 | $5,561-30.3% | $13,027-70.3% | $4,296-9.8% |