Filed November 6, 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 | $101,575 | $178,174-43.0% | $156,181-35.0% | $137,256-26.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 11.83% | 84.19%-72.4pp | 64.87%-53.0pp | 220.34%-208.5pp |
| Employer contribution / active EE | $1,792 | $4,972-64.0% | $4,294-58.3% | $4,156-56.9% |
| Participant deferral / active EE | $12,019 | $6,888+74.5% | $6,132+96.0% | $6,407+87.6% |
| Admin fee / account holder | $13,645 | $17,404-21.6% | $14,586-6.5% | $12,270+11.2% |