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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $91,249 | $130,194-29.9% | $169,993-46.3% | $71,457+27.7% |
| Participation rate | 71.0% | 86.1%-15.1pp | 87.0%-16.0pp | 67.9%+3.1pp |
| Annual return | 20.72% | 20.37%+0.4pp | 53.37%-32.7pp | 28.85%-8.1pp |
| Employer contribution / active EE | $0 | $4,381-100.0% | $6,785-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,322 | $6,923-52.0% | $10,408-68.1% | $4,289-22.5% |
| Admin fee / account holder | $6,483 | $966+571.4% | $12,815-49.4% | $1,587+308.4% |