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 | $230,305 | $92,703+148.4% | $82,719+178.4% | $134,475+71.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.55% | 944.92%-960.5pp | 701.18%-716.7pp | 417.96%-433.5pp |
| Employer contribution / active EE | $2,850 | $3,274-12.9% | $3,009-5.3% | $4,740-39.9% |
| Participant deferral / active EE | $6,563 | $4,802+36.7% | $4,395+49.3% | $6,400+2.6% |
| Admin fee / account holder | $946 | $5,983-84.2% | $5,329-82.2% | $11,426-91.7% |