Filed January 1, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $392,244 | $75,828+417.3% | $147,614+165.7% | $59,632+557.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -3.90% | 0.37%-4.3pp | 61.98%-65.9pp | 2041.28%-2045.2pp |
| Employer contribution / active EE | $17,235 | $3,485+394.6% | $5,564+209.7% | $2,203+682.5% |
| Participant deferral / active EE | $9,029 | $3,130+188.4% | $4,895+84.4% | $3,192+182.9% |
| Admin fee / account holder | $29,980 | $5,985+400.9% | $11,611+158.2% | $4,297+597.7% |