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 | $179,189 | $72,277+147.9% | $101,248+77.0% | $79,858+124.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 10.00% | 22.30%-12.3pp | 46.47%-36.5pp | 31.71%-21.7pp |
| Employer contribution / active EE | $5,450 | $2,692+102.5% | $3,660+48.9% | $2,471+120.6% |
| Participant deferral / active EE | $6,713 | $3,282+104.6% | $4,370+53.6% | $3,740+79.5% |
| Admin fee / account holder | $2,430 | $4,400-44.8% | $5,945-59.1% | $5,306-54.2% |