Filed February 14, 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 7-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 | $176,552 | $158,398+11.5% | $126,539+39.5% | $142,382+24.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 6.31% | 593.76%-587.4pp | 425.95%-419.6pp | 217.08%-210.8pp |
| Employer contribution / active EE | $1,274 | $4,650-72.6% | $3,674-65.3% | $4,299-70.4% |
| Participant deferral / active EE | $8,827 | $4,767+85.2% | $4,083+116.2% | $6,507+35.6% |
| Admin fee / account holder | $175,730 | $6,918+2440.2% | $6,065+2797.7% | $12,624+1292.1% |