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.
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,403 | $185,822-65.3% | $169,993-62.1% | $139,434-53.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.53% | 60.50%-50.0pp | 53.37%-42.8pp | 372.94%-362.4pp |
| Employer contribution / active EE | $13,285 | $7,590+75.0% | $6,785+95.8% | $4,751+179.6% |
| Participant deferral / active EE | $75,317 | $11,622+548.1% | $10,408+623.7% | $6,710+1022.4% |
| Admin fee / account holder | $53,976 | $15,381+250.9% | $12,815+321.2% | $11,403+373.4% |