Filed March 31, 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 | $214,912 | $106,749+101.3% | $145,433+47.8% | $82,448+160.7% |
| Participation rate | 87.5% | 75.6%+11.9pp | 82.1%+5.4pp | 68.1%+19.4pp |
| Annual return | 13.86% | 27.59%-13.7pp | 66.58%-52.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $3,351 | $3,444-2.7% | $4,554-26.4% | $2,551+31.4% |
| Participant deferral / active EE | $10,735 | $6,519+64.7% | $7,897+35.9% | $4,139+159.3% |
| Admin fee / account holder | $10,107 | $8,390+20.5% | $13,129-23.0% | $7,234+39.7% |