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 | $225,272 | $100,852+123.4% | $90,404+149.2% | $158,922+41.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.92% | 1724.20%-1712.3pp | 1293.02%-1281.1pp | 302.83%-290.9pp |
| Employer contribution / active EE | $2,789 | $3,689-24.4% | $3,262-14.5% | $4,761-41.4% |
| Participant deferral / active EE | $6,598 | $4,348+51.8% | $3,963+66.5% | $5,982+10.3% |
| Admin fee / account holder | $1,334 | $6,501-79.5% | $5,611-76.2% | $11,246-88.1% |