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 | $57,811 | $154,117-62.5% | $129,995-55.5% | $139,434-58.5% |
| Participation rate | 88.2% | 82.0%+6.3pp | 78.5%+9.7pp | 80.3%+7.9pp |
| Annual return | 19.03% | 32.48%-13.4pp | -137.18%+156.2pp | 372.94%-353.9pp |
| Employer contribution / active EE | $3,268 | $5,289-38.2% | $4,320-24.4% | $4,751-31.2% |
| Participant deferral / active EE | $8,226 | $6,710+22.6% | $5,820+41.3% | $6,710+22.6% |
| Admin fee / account holder | $483 | $14,007-96.6% | $10,614-95.5% | $11,403-95.8% |