Filed December 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 | $60,278 | $76,552-21.3% | $123,892-51.3% | $62,891-4.2% |
| Participation rate | 97.4% | 73.0%+24.4pp | 81.4%+16.0pp | 69.3%+28.1pp |
| Annual return | 8.81% | 18.68%-9.9pp | 47.52%-38.7pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,656 | $2,883-42.5% | $4,617-64.1% | $2,281-27.4% |
| Participant deferral / active EE | $3,536 | $4,840-26.9% | $5,984-40.9% | $3,203+10.4% |
| Admin fee / account holder | $1,923 | $4,826-60.1% | $8,357-77.0% | $4,296-55.2% |