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 | $1,307,575 | $91,190+1333.9% | $178,490+632.6% | $79,858+1537.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 20.14% | 24.19%-4.0pp | 151.07%-130.9pp | 31.71%-11.6pp |
| Employer contribution / active EE | $29,044 | $3,256+792.1% | $5,011+479.7% | $2,471+1075.5% |
| Participant deferral / active EE | $12,997 | $3,236+301.6% | $5,202+149.9% | $3,740+247.5% |
| Admin fee / account holder | $25,672 | $6,751+280.3% | $13,984+83.6% | $5,306+383.8% |