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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,798 | $76,552+9.5% | $123,892-32.4% | $62,891+33.2% |
| Participation rate | 91.4% | 73.0%+18.4pp | 81.4%+10.0pp | 69.3%+22.1pp |
| Annual return | 9.96% | 18.68%-8.7pp | 47.52%-37.6pp | 20.14%-10.2pp |
| Employer contribution / active EE | $2,395 | $2,883-16.9% | $4,617-48.1% | $2,281+5.0% |
| Participant deferral / active EE | $7,053 | $4,840+45.7% | $5,984+17.9% | $3,203+120.2% |
| Admin fee / account holder | $815 | $4,826-83.1% | $8,357-90.2% | $4,296-81.0% |