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 | $50,572 | $171,164-70.5% | $127,761-60.4% | $152,861-66.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 19.44% | 23.54%-4.1pp | 26.14%-6.7pp | 345.32%-325.9pp |
| Employer contribution / active EE | $5,694 | $5,447+4.5% | $4,574+24.5% | $4,762+19.6% |
| Participant deferral / active EE | $7,742 | $7,038+10.0% | $6,021+28.6% | $5,850+32.3% |
| Admin fee / account holder | $564 | $14,530-96.1% | $9,395-94.0% | $11,596-95.1% |