Filed January 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 | $142,227 | $74,888+89.9% | $71,209+99.7% | $142,382-0.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.14% | 345.14%-327.0pp | 282.51%-264.4pp | 217.08%-198.9pp |
| Employer contribution / active EE | $10,336 | $2,854+262.1% | $2,721+279.9% | $4,299+140.4% |
| Participant deferral / active EE | $14,296 | $4,454+220.9% | $4,175+242.4% | $6,507+119.7% |
| Admin fee / account holder | $3,886 | $5,568-30.2% | $5,349-27.4% | $12,624-69.2% |