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 | $130,399 | $209,411-37.7% | $178,490-26.9% | $158,922-17.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.89% | 188.75%-181.9pp | 151.07%-144.2pp | 302.83%-295.9pp |
| Employer contribution / active EE | $2,774 | $5,706-51.4% | $5,011-44.6% | $4,761-41.7% |
| Participant deferral / active EE | $6,949 | $5,954+16.7% | $5,202+33.6% | $5,982+16.2% |
| Admin fee / account holder | $52,514 | $17,074+207.6% | $13,984+275.5% | $11,246+367.0% |