Filed January 12, 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 | $187,823 | $81,460+130.6% | $103,333+81.8% | $80,856+132.3% |
| Participation rate | 89.7% | 66.8%+22.8pp | 74.5%+15.1pp | 67.6%+22.0pp |
| Annual return | 17.15% | 25.55%-8.4pp | 24.88%-7.7pp | 35.59%-18.4pp |
| Employer contribution / active EE | $1,791 | $3,105-42.3% | $3,868-53.7% | $2,755-35.0% |
| Participant deferral / active EE | $6,030 | $3,869+55.9% | $5,057+19.2% | $4,296+40.4% |
| Admin fee / account holder | $3,121 | $6,566-52.5% | $8,355-62.6% | $6,918-54.9% |