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 | $487,596 | $76,000+541.6% | $154,107+216.4% | $64,186+659.7% |
| Participation rate | 86.7% | 70.4%+16.3pp | 83.0%+3.6pp | 69.6%+17.1pp |
| Annual return | -5.89% | 30.32%-36.2pp | 735.12%-741.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $16,508 | $3,351+392.7% | $5,298+211.6% | $2,381+593.4% |
| Participant deferral / active EE | $8,977 | $3,175+182.7% | $5,081+76.7% | $3,470+158.7% |
| Admin fee / account holder | $50,440 | $5,596+801.3% | $13,411+276.1% | $4,888+931.9% |