Filed December 4, 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 | $33,317 | $69,454-52.0% | $180,183-81.5% | $74,304-55.2% |
| Participation rate | 100.0% | 61.8%+38.2pp | 77.4%+22.6pp | 60.3%+39.7pp |
| Annual return | 14.12% | 25.86%-11.7pp | 27.86%-13.7pp | 29.43%-15.3pp |
| Employer contribution / active EE | $1,103 | $3,155-65.0% | $5,039-78.1% | $2,241-50.8% |
| Participant deferral / active EE | $4,948 | $4,662+6.1% | $6,822-27.5% | $3,767+31.3% |
| Admin fee / account holder | $2,443 | $3,036-19.5% | $19,975-87.8% | $2,969-17.7% |