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 | $1,090,547 | $85,202+1180.0% | $172,739+531.3% | $72,985+1394.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.34% | 27.32%-3.0pp | 802.84%-778.5pp | 81.00%-56.7pp |
| Employer contribution / active EE | $25,735 | $3,324+674.1% | $5,143+400.4% | $2,440+954.8% |
| Participant deferral / active EE | $11,471 | $3,260+251.9% | $5,198+120.7% | $3,607+218.0% |
| Admin fee / account holder | $42,091 | $5,884+615.4% | $13,954+201.6% | $5,124+721.4% |