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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,423 | $81,460+116.6% | $103,333+70.7% | $80,856+118.2% |
| Participation rate | 96.4% | 66.8%+29.6pp | 74.5%+21.9pp | 67.6%+28.8pp |
| Annual return | 18.53% | 25.55%-7.0pp | 24.88%-6.4pp | 35.59%-17.1pp |
| Employer contribution / active EE | $3,589 | $3,105+15.6% | $3,868-7.2% | $2,755+30.3% |
| Participant deferral / active EE | $7,855 | $3,869+103.0% | $5,057+55.3% | $4,296+82.8% |
| Admin fee / account holder | $39,983 | $6,566+508.9% | $8,355+378.6% | $6,918+478.0% |