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 | $111,535-10.2% | $105,223-4.9% | $137,256-27.1% |
| Participation rate | 70.8% | 78.1%-7.3pp | 75.0%-4.2pp | 80.0%-9.1pp |
| Annual return | 14.24% | 237.85%-223.6pp | 180.65%-166.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,533 | $3,939-61.1% | $3,689-58.5% | $4,156-63.1% |
| Participant deferral / active EE | $3,875 | $5,500-29.6% | $5,072-23.6% | $6,407-39.5% |
| Admin fee / account holder | $635 | $9,721-93.5% | $8,859-92.8% | $12,270-94.8% |