Filed January 3, 2001 (most recent of 2 filings on file)
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 | $173,908 | $102,966+68.9% | $90,281+92.6% | $152,861+13.8% |
| Participation rate | 93.3% | 75.9%+17.5pp | 73.3%+20.1pp | 82.4%+10.9pp |
| Annual return | 19.59% | 95.16%-75.6pp | 78.10%-58.5pp | 345.32%-325.7pp |
| Employer contribution / active EE | $2,280 | $3,139-27.4% | $2,854-20.1% | $4,762-52.1% |
| Participant deferral / active EE | $5,512 | $4,281+28.7% | $3,885+41.9% | $5,850-5.8% |
| Admin fee / account holder | $447 | $6,171-92.8% | $5,351-91.6% | $11,596-96.1% |