Filed August 1, 2001 (most recent of 3 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 | $113,424 | $52,681+115.3% | $75,781+49.7% | $59,632+90.2% |
| Participation rate | 85.9% | 67.2%+18.6pp | 75.8%+10.1pp | 68.7%+17.2pp |
| Annual return | -0.44% | 2.95%-3.4pp | 9.68%-10.1pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $4,011 | $2,193+82.9% | $3,323+20.7% | $2,203+82.1% |
| Participant deferral / active EE | $5,875 | $2,591+126.8% | $3,651+60.9% | $3,192+84.1% |
| Admin fee / account holder | $9,229 | $3,610+155.7% | $5,299+74.2% | $4,297+114.8% |