Filed May 4, 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 | $22,295 | $56,897-60.8% | $84,750-73.7% | $62,891-64.6% |
| Participation rate | 95.0% | 68.5%+26.5pp | 76.6%+18.4pp | 69.3%+25.7pp |
| Annual return | -36.05% | 6.30%-42.4pp | 22.78%-58.8pp | 20.14%-56.2pp |
| Employer contribution / active EE | $1,903 | $2,400-20.7% | $3,574-46.8% | $2,281-16.6% |
| Participant deferral / active EE | $4,517 | $2,709+66.7% | $3,712+21.7% | $3,203+41.0% |
| Admin fee / account holder | $11,711 | $3,581+227.0% | $5,332+119.6% | $4,296+172.6% |