Filed February 28, 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 | $90,707 | $168,632-46.2% | $147,614-38.6% | $125,391-27.7% |
| Participation rate | 95.2% | 88.8%+6.5pp | 84.6%+10.6pp | 83.2%+12.0pp |
| Annual return | -2.81% | 77.65%-80.5pp | 61.98%-64.8pp | 282.22%-285.0pp |
| Employer contribution / active EE | $2,123 | $6,252-66.0% | $5,564-61.9% | $4,866-56.4% |
| Participant deferral / active EE | $4,214 | $5,507-23.5% | $4,895-13.9% | $5,352-21.3% |
| Admin fee / account holder | $1,892 | $13,580-86.1% | $11,611-83.7% | $9,540-80.2% |