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 | $149,040+18.5% | $120,225+46.9% | $137,256+28.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 6.31% | 605.68%-599.4pp | 439.23%-432.9pp | 220.34%-214.0pp |
| Employer contribution / active EE | $1,274 | $4,350-70.7% | $3,475-63.4% | $4,156-69.4% |
| Participant deferral / active EE | $8,827 | $4,655+89.6% | $3,999+120.7% | $6,407+37.8% |
| Admin fee / account holder | $175,730 | $6,348+2668.4% | $5,696+2985.0% | $12,270+1332.2% |