Filed June 1, 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 | $296,084 | $227,553+30.1% | $189,557+56.2% | $167,490+76.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 17.57% | 78.40%-60.8pp | 64.17%-46.6pp | 478.56%-461.0pp |
| Employer contribution / active EE | $20,767 | $5,316+290.6% | $4,412+370.6% | $4,837+329.3% |
| Participant deferral / active EE | $13,812 | $7,002+97.3% | $6,174+123.7% | $6,341+117.8% |
| Admin fee / account holder | $1,293 | $11,878-89.1% | $9,807-86.8% | $12,309-89.5% |