Filed March 27, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,082 | $209,832-43.2% | $189,513-37.2% | $167,490-28.9% |
| Participation rate | 70.8% | 88.7%-17.8pp | 87.8%-17.0pp | 82.1%-11.3pp |
| Annual return | 8.14% | 748.27%-740.1pp | 555.15%-547.0pp | 478.56%-470.4pp |
| Employer contribution / active EE | $2,229 | $6,914-67.8% | $6,162-63.8% | $4,837-53.9% |
| Participant deferral / active EE | $3,389 | $8,935-62.1% | $8,221-58.8% | $6,341-46.6% |
| Admin fee / account holder | $13,767 | $14,293-3.7% | $12,045+14.3% | $12,309+11.8% |