Filed August 28, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,826 | $98,750+133.7% | $149,696+54.2% | $79,858+189.0% |
| Participation rate | 98.5% | 75.8%+22.7pp | 82.5%+16.0pp | 69.6%+28.9pp |
| Annual return | 13.32% | 27.43%-14.1pp | 276.60%-263.3pp | 31.71%-18.4pp |
| Employer contribution / active EE | $9,724 | $3,216+202.3% | $4,644+109.4% | $2,471+293.6% |
| Participant deferral / active EE | $8,330 | $5,680+46.6% | $6,842+21.7% | $3,740+122.7% |
| Admin fee / account holder | $15,134 | $6,053+150.0% | $9,309+62.6% | $5,306+185.2% |