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 | $52,416 | $63,346-17.3% | $92,233-43.2% | $70,131-25.3% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 30.86% | 530.12%-499.3pp | 176.28%-145.4pp | 73.14%-42.3pp |
| Employer contribution / active EE | $2,577 | $2,471+4.3% | $3,679-30.0% | $2,342+10.0% |
| Participant deferral / active EE | $4,476 | $2,854+56.8% | $3,897+14.9% | $3,332+34.3% |
| Admin fee / account holder | $753 | $3,840-80.4% | $5,194-85.5% | $4,645-83.8% |