Filed February 23, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,224 | $167,484-19.3% | $151,611-10.8% | $134,475+0.6% |
| Participation rate | 92.9% | 88.4%+4.5pp | 87.5%+5.4pp | 81.2%+11.6pp |
| Annual return | -19.92% | 7.80%-27.7pp | 3.33%-23.3pp | 417.96%-437.9pp |
| Employer contribution / active EE | $4,968 | $6,829-27.3% | $6,166-19.4% | $4,740+4.8% |
| Participant deferral / active EE | $9,724 | $8,986+8.2% | $8,363+16.3% | $6,400+52.0% |
| Admin fee / account holder | $585 | $13,783-95.8% | $11,616-95.0% | $11,426-94.9% |