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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,606 | $214,378-0.4% | $200,582+6.5% | $142,382+50.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 9.19% | 46.41%-37.2pp | 42.33%-33.1pp | 217.08%-207.9pp |
| Employer contribution / active EE | $8,737 | $6,841+27.7% | $6,419+36.1% | $4,299+103.2% |
| Participant deferral / active EE | $19,088 | $9,865+93.5% | $9,331+104.6% | $6,507+193.3% |
| Admin fee / account holder | $49,416 | $17,692+179.3% | $16,305+203.1% | $12,624+291.5% |