Filed September 6, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $94,198 | $148,978-36.8% | $200,582-53.0% | $84,808+11.1% |
| Participation rate | 88.5% | 84.2%+4.2pp | 86.9%+1.6pp | 68.3%+20.2pp |
| Annual return | 14.86% | 28.16%-13.3pp | 42.33%-27.5pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,406 | $4,815-70.8% | $6,419-78.1% | $2,631-46.6% |
| Participant deferral / active EE | $14,603 | $7,142+104.5% | $9,331+56.5% | $4,212+246.7% |
| Admin fee / account holder | $17,301 | $13,977+23.8% | $16,305+6.1% | $7,344+135.6% |