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.
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 | $62,740 | $110,094-43.0% | $151,611-58.6% | $68,494-8.4% |
| Participation rate | 75.9% | 84.0%-8.1pp | 87.5%-11.6pp | 67.9%+8.0pp |
| Annual return | -5.90% | -10.12%+4.2pp | 3.33%-9.2pp | -7.84%+1.9pp |
| Employer contribution / active EE | $2,144 | $4,471-52.0% | $6,166-65.2% | $2,596-17.4% |
| Participant deferral / active EE | $3,286 | $6,527-49.7% | $8,363-60.7% | $4,027-18.4% |
| Admin fee / account holder | $34,482 | $7,719+346.7% | $11,616+196.9% | $5,403+538.2% |