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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $506,877 | $84,233+501.8% | $170,442+197.4% | $70,131+622.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.70% | 23.06%-8.4pp | 205.93%-191.2pp | 73.14%-58.4pp |
| Employer contribution / active EE | $16,081 | $3,387+374.8% | $5,433+196.0% | $2,342+586.5% |
| Participant deferral / active EE | $8,934 | $3,086+189.5% | $4,939+80.9% | $3,332+168.1% |
| Admin fee / account holder | $9,735 | $5,698+70.8% | $13,880-29.9% | $4,645+109.6% |