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 | $581,521 | $118,427+391.0% | $66,042+780.5% | $142,382+308.4% |
| Participation rate | 94.1% | 68.1%+26.0pp | 67.5%+26.6pp | 80.1%+14.0pp |
| Annual return | 14.74% | 35.57%-20.8pp | 52.11%-37.4pp | 217.08%-202.3pp |
| Employer contribution / active EE | $16,738 | $2,570+551.4% | $1,579+959.9% | $4,299+289.3% |
| Participant deferral / active EE | $12,602 | $4,311+192.3% | $2,835+344.5% | $6,507+93.7% |
| Admin fee / account holder | $233,350 | $9,593+2332.4% | $5,747+3960.6% | $12,624+1748.5% |