Filed December 12, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,178 | $58,828-43.6% | $77,999-57.5% | $62,891-47.2% |
| Participation rate | 76.1% | 71.1%+5.0pp | 75.5%+0.6pp | 69.3%+6.8pp |
| Annual return | 5.56% | 17.16%-11.6pp | 425.96%-420.4pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,128 | $1,672-32.5% | $2,470-54.3% | $2,281-50.5% |
| Participant deferral / active EE | $3,324 | $2,686+23.8% | $3,497-4.9% | $3,203+3.8% |
| Admin fee / account holder | $473 | $4,393-89.2% | $5,480-91.4% | $4,296-89.0% |