Filed December 31, 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.
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 | $124,100 | $89,753+38.3% | $107,525+15.4% | $84,808+46.3% |
| Participation rate | 93.3% | 68.1%+25.3pp | 75.1%+18.3pp | 68.3%+25.0pp |
| Annual return | 19.83% | 29.48%-9.6pp | 181.32%-161.5pp | 40.90%-21.1pp |
| Employer contribution / active EE | $2,536 | $3,113-18.5% | $3,754-32.4% | $2,631-3.6% |
| Participant deferral / active EE | $6,772 | $4,056+67.0% | $5,116+32.4% | $4,212+60.8% |
| Admin fee / account holder | $7,657 | $7,222+6.0% | $8,919-14.1% | $7,344+4.3% |