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 | $345,245 | $202,432+70.5% | $169,368+103.8% | $139,434+147.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.01% | 531.74%-510.7pp | 405.60%-384.6pp | 372.94%-351.9pp |
| Employer contribution / active EE | $20,104 | $4,692+328.5% | $4,013+401.0% | $4,751+323.2% |
| Participant deferral / active EE | $16,704 | $6,938+140.8% | $6,221+168.5% | $6,710+148.9% |
| Admin fee / account holder | $6,547 | $10,708-38.9% | $9,003-27.3% | $11,403-42.6% |