Filed June 6, 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 | $40,266 | $60,349-33.3% | $74,183-45.7% | $62,891-36.0% |
| Participation rate | 84.7% | 72.7%+12.0pp | 76.6%+8.1pp | 69.3%+15.4pp |
| Annual return | 24.22% | 21.37%+2.9pp | 17.74%+6.5pp | 20.14%+4.1pp |
| Employer contribution / active EE | $1,550 | $1,680-7.7% | $2,370-34.6% | $2,281-32.0% |
| Participant deferral / active EE | $1,739 | $2,856-39.1% | $3,550-51.0% | $3,203-45.7% |
| Admin fee / account holder | $6,939 | $4,261+62.8% | $5,586+24.2% | $4,296+61.5% |