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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,565 | $56,897+90.8% | $84,750+28.1% | $62,891+72.6% |
| Participation rate | 91.4% | 68.5%+22.9pp | 76.6%+14.8pp | 69.3%+22.1pp |
| Annual return | 4.04% | 6.30%-2.3pp | 22.78%-18.7pp | 20.14%-16.1pp |
| Employer contribution / active EE | $3,864 | $2,400+61.0% | $3,574+8.1% | $2,281+69.4% |
| Participant deferral / active EE | $5,647 | $2,709+108.4% | $3,712+52.1% | $3,203+76.3% |
| Admin fee / account holder | $8,148 | $3,581+127.6% | $5,332+52.8% | $4,296+89.7% |