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 | $271,019 | $160,055+69.3% | $140,016+93.6% | $135,375+100.2% |
| Participation rate | 94.4% | 88.5%+5.9pp | 87.5%+6.9pp | 82.6%+11.8pp |
| Annual return | -5.92% | 911.38%-917.3pp | 651.12%-657.0pp | 519.73%-525.7pp |
| Employer contribution / active EE | $11,491 | $6,420+79.0% | $5,606+105.0% | $4,779+140.5% |
| Participant deferral / active EE | $12,102 | $7,642+58.4% | $6,927+74.7% | $5,609+115.8% |
| Admin fee / account holder | $16,337 | $13,328+22.6% | $10,705+52.6% | $10,827+50.9% |