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 | $146,267-35.6% | $197,124-52.2% | $82,448+14.3% |
| Participation rate | 88.5% | 84.0%+4.4pp | 86.7%+1.7pp | 68.1%+20.4pp |
| Annual return | 14.86% | 29.61%-14.8pp | 44.34%-29.5pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,406 | $4,723-70.2% | $6,227-77.4% | $2,551-44.9% |
| Participant deferral / active EE | $14,603 | $7,035+107.6% | $9,135+59.9% | $4,139+252.8% |
| Admin fee / account holder | $17,301 | $14,422+20.0% | $16,298+6.2% | $7,234+139.1% |