Filed August 6, 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 9-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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,962 | $56,199-41.3% | $67,652-51.3% | $59,632-44.7% |
| Participation rate | 93.3% | 71.5%+21.9pp | 75.7%+17.7pp | 68.7%+24.7pp |
| Annual return | -42.07% | 18505.31%-18547.4pp | 6625.04%-6667.1pp | 2041.28%-2083.4pp |
| Employer contribution / active EE | $5,188 | $1,614+221.3% | $2,266+129.0% | $2,203+135.5% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,198 | $3,958-69.7% | $4,821-75.1% | $4,297-72.1% |