Filed January 1, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $513,299 | $115,770+343.4% | $101,248+407.0% | $158,922+223.0% |
| Participation rate | 93.8% | 79.4%+14.4pp | 75.8%+17.9pp | 82.0%+11.8pp |
| Annual return | 19.89% | 56.14%-36.3pp | 46.47%-26.6pp | 302.83%-282.9pp |
| Employer contribution / active EE | $27,534 | $4,175+559.6% | $3,660+652.4% | $4,761+478.3% |
| Participant deferral / active EE | $10,135 | $4,957+104.5% | $4,370+131.9% | $5,982+69.4% |
| Admin fee / account holder | $1,765 | $7,245-75.6% | $5,945-70.3% | $11,246-84.3% |