Filed April 4, 2001 (most recent of 2 filings on file)
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 | $58,041 | $72,177-19.6% | $115,037-49.5% | $59,632-2.7% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 0.33% | 12.02%-11.7pp | 26.14%-25.8pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $7,071 | $2,841+148.9% | $4,608+53.4% | $2,203+221.0% |
| Participant deferral / active EE | $6,591 | $4,783+37.8% | $6,026+9.4% | $3,192+106.5% |
| Admin fee / account holder | $9,613 | $4,927+95.1% | $8,175+17.6% | $4,297+123.7% |