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 | $126,893 | $201,594-37.1% | $101,248+25.3% | - |
| Participation rate | 100.0% | 64.6%+35.4pp | 75.8%+24.2pp | - |
| Annual return | 11.68% | 13.55%-1.9pp | 46.47%-34.8pp | - |
| Employer contribution / active EE | $9,468 | $2,288+313.8% | $3,660+158.7% | - |
| Participant deferral / active EE | $6,483 | $3,091+109.7% | $4,370+48.4% | - |
| Admin fee / account holder | $16,459 | $7,709+113.5% | $5,945+176.8% | - |