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 | $182,752 | $78,672+132.3% | $109,143+67.4% | $85,850+112.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 8.12% | 25.09%-17.0pp | 25.75%-17.6pp | 318.53%-310.4pp |
| Employer contribution / active EE | $5,829 | $2,735+113.2% | $3,722+56.6% | $2,565+127.3% |
| Participant deferral / active EE | $6,102 | $3,467+76.0% | $4,653+31.1% | $3,952+54.4% |
| Admin fee / account holder | $28,094 | $5,469+413.7% | $6,752+316.1% | $6,260+348.8% |