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 | $580,640 | $136,179+326.4% | $98,755+488.0% | $167,490+246.7% |
| Participation rate | 100.0% | 70.2%+29.8pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 14.36% | 67.53%-53.2pp | 49.91%-35.6pp | 478.56%-464.2pp |
| Employer contribution / active EE | $15,345 | $2,631+483.1% | $2,067+642.2% | $4,837+217.2% |
| Participant deferral / active EE | $11,530 | $3,716+210.3% | $3,035+279.9% | $6,341+81.8% |
| Admin fee / account holder | $358 | $5,031-92.9% | $4,076-91.2% | $12,309-97.1% |