Filed June 27, 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 | $121,090 | $71,192+70.1% | $117,854+2.7% | $62,292+94.4% |
| Participation rate | 87.0% | 74.2%+12.8pp | 79.7%+7.3pp | 69.5%+17.5pp |
| Annual return | 17.94% | 18.66%-0.7pp | 335.08%-317.1pp | 28.90%-11.0pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,459 | $3,189+39.8% | $4,482-0.5% | $3,169+40.7% |
| Admin fee / account holder | $2,154 | $587+266.8% | $8,020-73.1% | $479+349.4% |