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 | $42,361 | $105,998-60.0% | $92,233-54.1% | $147,584-71.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.53% | 50.05%-36.5pp | 176.28%-162.8pp | 578.55%-565.0pp |
| Employer contribution / active EE | $7,008 | $4,333+61.7% | $3,679+90.5% | $4,876+43.7% |
| Participant deferral / active EE | $2,090 | $4,478-53.3% | $3,897-46.4% | $5,439-61.6% |
| Admin fee / account holder | $724 | $6,332-88.6% | $5,194-86.1% | $10,885-93.4% |