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 | $396,755 | $189,613+109.2% | $167,512+136.9% | $142,382+178.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.22% | 2024.68%-2005.5pp | 1615.79%-1596.6pp | 217.08%-197.9pp |
| Employer contribution / active EE | $23,058 | $4,349+430.2% | $3,882+494.0% | $4,299+436.3% |
| Participant deferral / active EE | $16,145 | $6,981+131.3% | $6,405+152.1% | $6,507+148.1% |
| Admin fee / account holder | $39,571 | $10,528+275.9% | $9,769+305.1% | $12,624+213.5% |