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 | $488,349 | $117,690+314.9% | $71,735+580.8% | $134,475+263.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -17.85% | 25.44%-43.3pp | 9.14%-27.0pp | 417.96%-435.8pp |
| Employer contribution / active EE | $16,512 | $2,525+554.1% | $1,704+869.0% | $4,740+248.4% |
| Participant deferral / active EE | $11,613 | $3,759+208.9% | $2,658+336.9% | $6,400+81.5% |
| Admin fee / account holder | $13,911 | $6,379+118.1% | $3,974+250.1% | $11,426+21.7% |