Filed March 28, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,428 | $137,414-29.1% | $189,513-48.6% | $85,850+13.5% |
| Participation rate | 88.2% | 84.6%+3.6pp | 87.8%+0.4pp | 69.3%+18.9pp |
| Annual return | 14.00% | 38.14%-24.1pp | 555.15%-541.2pp | 318.53%-304.5pp |
| Employer contribution / active EE | $1,248 | $4,344-71.3% | $6,162-79.7% | $2,565-51.3% |
| Participant deferral / active EE | $4,657 | $6,260-25.6% | $8,221-43.4% | $3,952+17.8% |
| Admin fee / account holder | $7,910 | $8,630-8.3% | $12,045-34.3% | $6,260+26.4% |