Filed July 6, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,946 | $82,664+210.8% | $125,339+105.0% | $68,494+275.1% |
| Participation rate | 95.7% | 75.0%+20.6pp | 82.4%+13.3pp | 67.9%+27.8pp |
| Annual return | -18.10% | -5.97%-12.1pp | 572.05%-590.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $4,488 | $3,381+32.7% | $4,814-6.8% | $2,596+72.9% |
| Participant deferral / active EE | $13,395 | $6,110+119.2% | $7,446+79.9% | $4,027+232.6% |
| Admin fee / account holder | $17,654 | $6,275+181.3% | $10,010+76.4% | $5,403+226.8% |