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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,788 | $176,812-76.9% | $146,665-72.2% | $167,490-75.6% |
| Participation rate | 93.3% | 83.6%+9.7pp | 80.1%+13.3pp | 82.1%+11.2pp |
| Annual return | 9.45% | 24.03%-14.6pp | 22.74%-13.3pp | 478.56%-469.1pp |
| Employer contribution / active EE | $2,939 | $5,160-43.0% | $4,136-29.0% | $4,837-39.3% |
| Participant deferral / active EE | $6,260 | $6,440-2.8% | $5,506+13.7% | $6,341-1.3% |
| Admin fee / account holder | $20,721 | $13,259+56.3% | $10,280+101.6% | $12,309+68.3% |