Filed August 29, 2000
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 | $38,574 | $52,681-26.8% | $75,781-49.1% | $59,632-35.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -0.67% | 2.95%-3.6pp | 9.68%-10.3pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $2,588 | $2,193+18.0% | $3,323-22.1% | $2,203+17.5% |
| Participant deferral / active EE | $4,323 | $2,591+66.9% | $3,651+18.4% | $3,192+35.5% |
| Admin fee / account holder | $4,396 | $3,610+21.8% | $5,299-17.0% | $4,297+2.3% |