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 | $361,400 | $167,484+115.8% | $151,611+138.4% | $134,475+168.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.02% | 7.80%-22.8pp | 3.33%-18.3pp | 417.96%-433.0pp |
| Employer contribution / active EE | $15,828 | $6,829+131.8% | $6,166+156.7% | $4,740+234.0% |
| Participant deferral / active EE | $14,675 | $8,986+63.3% | $8,363+75.5% | $6,400+129.3% |
| Admin fee / account holder | $41,475 | $13,783+200.9% | $11,616+257.1% | $11,426+263.0% |