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 | $684,387 | $123,909+452.3% | $69,647+882.6% | $145,922+369.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | 14.32% | 190.55%-176.2pp | 100.48%-86.2pp | 561.29%-547.0pp |
| Employer contribution / active EE | $18,322 | $2,682+583.2% | $1,712+969.9% | $4,660+293.2% |
| Participant deferral / active EE | $13,001 | $4,236+206.9% | $2,886+350.5% | $6,688+94.4% |
| Admin fee / account holder | $101,780 | $7,863+1194.5% | $4,713+2059.7% | $13,397+659.7% |