Filed November 2, 2001 (most recent of 2 filings on file)
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,049,068 | $84,233+1145.4% | $170,442+515.5% | $70,131+1395.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 21.40% | 23.06%-1.7pp | 205.93%-184.5pp | 73.14%-51.7pp |
| Employer contribution / active EE | $22,583 | $3,387+566.8% | $5,433+315.7% | $2,342+864.1% |
| Participant deferral / active EE | $9,675 | $3,086+213.5% | $4,939+95.9% | $3,332+190.4% |
| Admin fee / account holder | $49,249 | $5,698+764.3% | $13,880+254.8% | $4,645+960.2% |