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 | $557,263 | $114,381+387.2% | $107,525+418.3% | $142,382+291.4% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 12.01% | 242.71%-230.7pp | 181.32%-169.3pp | 217.08%-205.1pp |
| Employer contribution / active EE | $22,762 | $4,015+467.0% | $3,754+506.4% | $4,299+429.5% |
| Participant deferral / active EE | $7,715 | $5,564+38.7% | $5,116+50.8% | $6,507+18.6% |
| Admin fee / account holder | $139,245 | $9,860+1312.2% | $8,919+1461.3% | $12,624+1003.0% |