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 | $562,717 | $115,708+386.3% | $65,255+762.3% | $139,434+303.6% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 17.76% | 31.19%-13.4pp | 47.35%-29.6pp | 372.94%-355.2pp |
| Employer contribution / active EE | $16,359 | $2,599+529.3% | $1,691+867.3% | $4,751+244.3% |
| Participant deferral / active EE | $10,781 | $4,240+154.3% | $2,831+280.8% | $6,710+60.7% |
| Admin fee / account holder | $8,391 | $6,698+25.3% | $4,112+104.1% | $11,403-26.4% |