Filed April 24, 2001
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 | $137,895 | $94,529+45.9% | $140,016-1.5% | $64,186+114.8% |
| Participation rate | 93.2% | 84.1%+9.1pp | 87.5%+5.7pp | 69.6%+23.6pp |
| Annual return | 4.24% | 7.77%-3.5pp | 651.12%-646.9pp | 7.63%-3.4pp |
| Employer contribution / active EE | $2,807 | $3,812-26.4% | $5,606-49.9% | $2,381+17.9% |
| Participant deferral / active EE | $4,371 | $5,250-16.7% | $6,927-36.9% | $3,470+26.0% |
| Admin fee / account holder | $7,433 | $6,741+10.3% | $10,705-30.6% | $4,888+52.1% |