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.)
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 | $70,258 | $201,272-65.1% | $184,203-61.9% | $145,922-51.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.96% | 29.00%-16.0pp | 28.81%-15.9pp | 561.29%-548.3pp |
| Employer contribution / active EE | $2,700 | $7,022-61.5% | $6,427-58.0% | $4,660-42.1% |
| Participant deferral / active EE | $9,715 | $9,806-0.9% | $9,131+6.4% | $6,688+45.3% |
| Admin fee / account holder | $9,795 | $16,364-40.1% | $13,901-29.5% | $13,397-26.9% |