Filed May 3, 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 | $230,835 | $80,673+186.1% | $101,326+127.8% | $84,808+172.2% |
| Participation rate | 87.2% | 77.8%+9.5pp | 81.5%+5.7pp | 68.3%+18.9pp |
| Annual return | 14.46% | 38.95%-24.5pp | 36.82%-22.4pp | 40.90%-26.4pp |
| Employer contribution / active EE | $5,409 | $2,698+100.5% | $3,665+47.6% | $2,631+105.6% |
| Participant deferral / active EE | $7,397 | $6,840+8.1% | $7,994-7.5% | $4,212+75.6% |
| Admin fee / account holder | $5,635 | $12,784-55.9% | $11,185-49.6% | $7,344-23.3% |