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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,903 | $147,167-77.0% | $111,392-69.6% | $135,375-75.0% |
| Participation rate | 87.5% | 84.0%+3.5pp | 78.9%+8.6pp | 82.6%+4.9pp |
| Annual return | -7.32% | -4.44%-2.9pp | -2.06%-5.3pp | 519.73%-527.1pp |
| Employer contribution / active EE | $3,825 | $5,204-26.5% | $4,328-11.6% | $4,779-20.0% |
| Participant deferral / active EE | $5,233 | $6,565-20.3% | $5,567-6.0% | $5,609-6.7% |
| Admin fee / account holder | $504 | $20,270-97.5% | $12,266-95.9% | $10,827-95.3% |