Filed December 20, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,022 | $56,897+96.9% | $84,750+32.2% | $62,891+78.1% |
| Participation rate | 86.7% | 68.5%+18.1pp | 76.6%+10.1pp | 69.3%+17.4pp |
| Annual return | -4.37% | 6.30%-10.7pp | 22.78%-27.2pp | 20.14%-24.5pp |
| Employer contribution / active EE | $457 | $2,400-81.0% | $3,574-87.2% | $2,281-80.0% |
| Participant deferral / active EE | $4,345 | $2,709+60.4% | $3,712+17.1% | $3,203+35.7% |
| Admin fee / account holder | $22,608 | $3,581+531.4% | $5,332+324.0% | $4,296+426.3% |