Filed March 16, 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 | $80,669 | $74,927+7.7% | $101,794-20.8% | $84,808-4.9% |
| Participation rate | 88.2% | 61.4%+26.8pp | 69.2%+19.1pp | 68.3%+19.9pp |
| Annual return | 16.25% | 18.70%-2.4pp | 30.53%-14.3pp | 40.90%-24.6pp |
| Employer contribution / active EE | $856 | $1,522-43.7% | $2,289-62.6% | $2,631-67.5% |
| Participant deferral / active EE | $6,744 | $3,099+117.6% | $4,084+65.1% | $4,212+60.1% |
| Admin fee / account holder | $413 | $6,514-93.7% | $8,777-95.3% | $7,344-94.4% |