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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $326,556 | $98,750+230.7% | $149,696+118.1% | $79,858+308.9% |
| Participation rate | 78.6% | 75.8%+2.8pp | 82.5%-3.9pp | 69.6%+8.9pp |
| Annual return | 4.68% | 27.43%-22.7pp | 276.60%-271.9pp | 31.71%-27.0pp |
| Employer contribution / active EE | $15,190 | $3,216+372.3% | $4,644+227.1% | $2,471+514.8% |
| Participant deferral / active EE | $4,943 | $5,680-13.0% | $6,842-27.7% | $3,740+32.2% |
| Admin fee / account holder | $12,797 | $6,053+111.4% | $9,309+37.5% | $5,306+141.2% |