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 | $351,604 | $183,963+91.1% | $162,163+116.8% | $152,861+130.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 25.02% | 150.76%-125.7pp | 115.59%-90.6pp | 345.32%-320.3pp |
| Employer contribution / active EE | $12,323 | $6,371+93.4% | $5,614+119.5% | $4,762+158.8% |
| Participant deferral / active EE | $12,938 | $8,034+61.0% | $7,298+77.3% | $5,850+121.2% |
| Admin fee / account holder | $14,315 | $13,121+9.1% | $10,843+32.0% | $11,596+23.4% |