Filed May 7, 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 | $159,090 | $65,365+143.4% | $92,893+71.3% | $72,985+118.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 15.37% | 42.10%-26.7pp | 109.41%-94.0pp | 81.00%-65.6pp |
| Employer contribution / active EE | $4,727 | $2,594+82.2% | $3,653+29.4% | $2,440+93.7% |
| Participant deferral / active EE | $4,659 | $3,128+48.9% | $4,236+10.0% | $3,607+29.2% |
| Admin fee / account holder | $2,392 | $4,251-43.7% | $5,794-58.7% | $5,124-53.3% |