Filed March 23, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $100,347 | $122,239-17.9% | $184,200-45.5% | $74,546+34.6% |
| Participation rate | 75.7% | 85.5%-9.7pp | 86.8%-11.1pp | 67.2%+8.5pp |
| Annual return | 17.08% | 19.95%-2.9pp | 28.80%-11.7pp | 1366.03%-1349.0pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,424-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $4,214 | $7,139-41.0% | $9,132-53.9% | $4,347-3.1% |
| Admin fee / account holder | $5,571 | $1,260+342.3% | $13,907-59.9% | $1,944+186.7% |