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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,310 | $63,346-26.9% | $92,233-49.8% | $70,131-34.0% |
| Participation rate | 85.0% | 68.7%+16.3pp | 76.5%+8.5pp | 69.5%+15.5pp |
| Annual return | 15.88% | 530.12%-514.2pp | 176.28%-160.4pp | 73.14%-57.3pp |
| Employer contribution / active EE | $2,024 | $2,471-18.1% | $3,679-45.0% | $2,342-13.6% |
| Participant deferral / active EE | $4,730 | $2,854+65.7% | $3,897+21.4% | $3,332+42.0% |
| Admin fee / account holder | $2,178 | $3,840-43.3% | $5,194-58.1% | $4,645-53.1% |