Filed November 1, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,115 | $114,381-12.5% | $107,525-6.9% | $142,382-29.7% |
| Participation rate | 70.8% | 78.1%-7.3pp | 75.1%-4.2pp | 80.1%-9.3pp |
| Annual return | 14.24% | 242.71%-228.5pp | 181.32%-167.1pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,533 | $4,015-61.8% | $3,754-59.2% | $4,299-64.4% |
| Participant deferral / active EE | $3,875 | $5,564-30.4% | $5,116-24.3% | $6,507-40.5% |
| Admin fee / account holder | $635 | $9,860-93.6% | $8,919-92.9% | $12,624-95.0% |