Filed September 28, 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 | $172,434 | $77,164+123.5% | $178,014-3.1% | $80,874+113.2% |
| Participation rate | 98.0% | 65.7%+32.3pp | 77.1%+21.0pp | 67.6%+30.4pp |
| Annual return | 22.10% | 18.09%+4.0pp | 294.80%-272.7pp | 35.62%-13.5pp |
| Employer contribution / active EE | $5,981 | $2,288+161.5% | $3,950+51.4% | $2,756+117.1% |
| Participant deferral / active EE | $9,270 | $4,408+110.3% | $6,276+47.7% | $4,297+115.7% |
| Admin fee / account holder | $2,124 | $7,164-70.3% | $10,362-79.5% | $6,935-69.4% |