Filed January 5, 2001 (most recent of 2 filings on file)
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 | $54,331 | $160,055-66.1% | $140,016-61.2% | $135,375-59.9% |
| Participation rate | 95.2% | 88.5%+6.7pp | 87.5%+7.7pp | 82.6%+12.6pp |
| Annual return | -2.55% | 911.38%-913.9pp | 651.12%-653.7pp | 519.73%-522.3pp |
| Employer contribution / active EE | $3,958 | $6,420-38.4% | $5,606-29.4% | $4,779-17.2% |
| Participant deferral / active EE | $2,874 | $7,642-62.4% | $6,927-58.5% | $5,609-48.8% |
| Admin fee / account holder | $3,126 | $13,328-76.5% | $10,705-70.8% | $10,827-71.1% |