Filed February 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,964 | $135,635-75.0% | $110,238-69.2% | $135,375-74.9% |
| Participation rate | 73.3% | 83.5%-10.1pp | 79.8%-6.5pp | 82.6%-9.3pp |
| Annual return | -56.28% | 513.19%-569.5pp | 314.74%-371.0pp | 519.73%-576.0pp |
| Employer contribution / active EE | $1,777 | $4,906-63.8% | $3,826-53.5% | $4,779-62.8% |
| Participant deferral / active EE | $3,904 | $5,506-29.1% | $4,672-16.4% | $5,609-30.4% |
| Admin fee / account holder | $36,529 | $11,457+218.8% | $8,547+327.4% | $10,827+237.4% |