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 | $110,578 | $180,449-38.7% | $154,107-28.2% | $135,375-18.3% |
| Participation rate | 94.7% | 87.4%+7.3pp | 83.0%+11.7pp | 82.6%+12.1pp |
| Annual return | -8.17% | 888.09%-896.3pp | 735.12%-743.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $2,177 | $6,035-63.9% | $5,298-58.9% | $4,779-54.4% |
| Participant deferral / active EE | $4,968 | $5,806-14.4% | $5,081-2.2% | $5,609-11.4% |
| Admin fee / account holder | $2,028 | $16,143-87.4% | $13,411-84.9% | $10,827-81.3% |