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 | $466,498 | $209,832+122.3% | $189,513+146.2% | $167,490+178.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 20.52% | 748.27%-727.8pp | 555.15%-534.6pp | 478.56%-458.0pp |
| Employer contribution / active EE | $14,034 | $6,914+103.0% | $6,162+127.8% | $4,837+190.1% |
| Participant deferral / active EE | $14,090 | $8,935+57.7% | $8,221+71.4% | $6,341+122.2% |
| Admin fee / account holder | $12,789 | $14,293-10.5% | $12,045+6.2% | $12,309+3.9% |