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 | $407,653 | $197,591+106.3% | $177,821+129.2% | $158,922+156.5% |
| Participation rate | 94.4% | 88.5%+5.9pp | 87.7%+6.7pp | 82.0%+12.5pp |
| Annual return | 13.44% | 58.76%-45.3pp | 48.32%-34.9pp | 302.83%-289.4pp |
| Employer contribution / active EE | $13,065 | $6,697+95.1% | $5,918+120.8% | $4,761+174.4% |
| Participant deferral / active EE | $13,429 | $8,405+59.8% | $7,714+74.1% | $5,982+124.5% |
| Admin fee / account holder | $22,077 | $15,399+43.4% | $12,427+77.6% | $11,246+96.3% |