Filed October 11, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $281,021 | $171,865+63.5% | $149,718+87.7% | $147,584+90.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.90% | 2113.22%-2095.3pp | 1501.63%-1483.7pp | 578.55%-560.7pp |
| Employer contribution / active EE | $11,154 | $6,275+77.8% | $5,445+104.9% | $4,876+128.7% |
| Participant deferral / active EE | $9,226 | $7,271+26.9% | $6,569+40.5% | $5,439+69.6% |
| Admin fee / account holder | $7,995 | $13,799-42.1% | $11,283-29.1% | $10,885-26.6% |