Filed June 15, 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,159 | $94,529-73.4% | $140,016-82.0% | $64,186-60.8% |
| Participation rate | 80.0% | 84.1%-4.1pp | 87.5%-7.5pp | 69.6%+10.4pp |
| Annual return | -7.55% | 7.77%-15.3pp | 651.12%-658.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,403 | $3,812-37.0% | $5,606-57.1% | $2,381+0.9% |
| Participant deferral / active EE | $2,729 | $5,250-48.0% | $6,927-60.6% | $3,470-21.3% |
| Admin fee / account holder | $6,358 | $6,741-5.7% | $10,705-40.6% | $4,888+30.1% |