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 | $45,805 | $57,354-20.1% | $83,848-45.4% | $64,186-28.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -8.46% | 11.38%-19.8pp | 850.88%-859.3pp | 7.63%-16.1pp |
| Employer contribution / active EE | $2,949 | $2,545+15.9% | $3,631-18.8% | $2,381+23.9% |
| Participant deferral / active EE | $4,962 | $2,993+65.8% | $4,082+21.6% | $3,470+43.0% |
| Admin fee / account holder | $2,723 | $4,046-32.7% | $5,478-50.3% | $4,888-44.3% |