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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,088 | $190,805+28.4% | $159,960+53.2% | $134,475+82.3% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.75% | 552.23%-574.0pp | 408.60%-430.4pp | 417.96%-439.7pp |
| Employer contribution / active EE | $10,908 | $4,995+118.4% | $4,226+158.1% | $4,740+130.1% |
| Participant deferral / active EE | $14,220 | $6,923+105.4% | $6,182+130.0% | $6,400+122.2% |
| Admin fee / account holder | $9,885 | $10,471-5.6% | $8,698+13.6% | $11,426-13.5% |