Filed March 19, 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 | $36,475 | $99,341-63.3% | $84,750-57.0% | $273,961-86.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.00% | 22.93%-18.9pp | 22.78%-18.8pp | 41.45%-37.5pp |
| Employer contribution / active EE | $6,270 | $4,214+48.8% | $3,574+75.4% | $4,869+28.8% |
| Participant deferral / active EE | $1,670 | $4,269-60.9% | $3,712-55.0% | $5,287-68.4% |
| Admin fee / account holder | $39,082 | $6,644+488.2% | $5,332+632.9% | $10,132+285.7% |