Filed June 21, 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 | $457,539 | $118,919+284.7% | $88,538+416.8% | $152,861+199.3% |
| Participation rate | 94.4% | 73.4%+21.1pp | 68.7%+25.7pp | 82.4%+12.0pp |
| Annual return | 21.02% | 47.92%-26.9pp | 43.64%-22.6pp | 345.32%-324.3pp |
| Employer contribution / active EE | $14,271 | $2,669+434.7% | $2,098+580.2% | $4,762+199.7% |
| Participant deferral / active EE | $9,150 | $3,549+157.9% | $2,914+214.0% | $5,850+56.4% |
| Admin fee / account holder | $626 | $5,876-89.3% | $4,310-85.5% | $11,596-94.6% |