Filed June 29, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,898 | $171,865-63.4% | $149,718-58.0% | $147,584-57.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 8.06% | 2113.22%-2105.2pp | 1501.63%-1493.6pp | 578.55%-570.5pp |
| Employer contribution / active EE | $9,760 | $6,275+55.5% | $5,445+79.3% | $4,876+100.2% |
| Participant deferral / active EE | $7,500 | $7,271+3.2% | $6,569+14.2% | $5,439+37.9% |
| Admin fee / account holder | $21,283 | $13,799+54.2% | $11,283+88.6% | $10,885+95.5% |