Filed July 12, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $139,621 | $95,453+46.3% | $112,040+24.6% | $82,448+69.3% |
| Participation rate | 86.2% | 72.8%+13.5pp | 76.5%+9.7pp | 68.1%+18.1pp |
| Annual return | 9.98% | 23.92%-13.9pp | 24.52%-14.5pp | 41.64%-31.7pp |
| Employer contribution / active EE | $1,272 | $2,318-45.1% | $2,954-56.9% | $2,551-50.1% |
| Participant deferral / active EE | $6,825 | $4,224+61.6% | $5,098+33.9% | $4,139+64.9% |
| Admin fee / account holder | $12,861 | $9,013+42.7% | $12,098+6.3% | $7,234+77.8% |