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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,845 | $73,933+243.3% | $96,683+162.6% | $75,163+237.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 13.44% | 26.70%-13.3pp | 35.69%-22.3pp | 160.62%-147.2pp |
| Employer contribution / active EE | $10,372 | $2,928+254.3% | $3,737+177.6% | $2,670+288.5% |
| Participant deferral / active EE | $7,593 | $3,659+107.5% | $4,878+55.6% | $4,125+84.1% |
| Admin fee / account holder | $3,575 | $5,216-31.5% | $6,730-46.9% | $5,651-36.7% |