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 | $43,860 | $65,365-32.9% | $92,893-52.8% | $72,985-39.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 21.53% | 42.10%-20.6pp | 109.41%-87.9pp | 81.00%-59.5pp |
| Employer contribution / active EE | $2,711 | $2,594+4.5% | $3,653-25.8% | $2,440+11.1% |
| Participant deferral / active EE | $4,701 | $3,128+50.3% | $4,236+11.0% | $3,607+30.3% |
| Admin fee / account holder | $1,715 | $4,251-59.7% | $5,794-70.4% | $5,124-66.5% |