Filed September 25, 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 8-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 | $229,853 | $76,552+200.3% | $123,892+85.5% | $62,891+265.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 2.47% | 18.68%-16.2pp | 47.52%-45.0pp | 20.14%-17.7pp |
| Employer contribution / active EE | $17,592 | $2,883+510.3% | $4,617+281.0% | $2,281+671.3% |
| Participant deferral / active EE | $5,068 | $4,840+4.7% | $5,984-15.3% | $3,203+58.2% |
| Admin fee / account holder | $2,482 | $4,826-48.6% | $8,357-70.3% | $4,296-42.2% |