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 | $80,632 | $175,600-54.1% | $129,110-37.5% | $134,475-40.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -14.67% | -11.39%-3.3pp | -10.94%-3.7pp | 417.96%-432.6pp |
| Employer contribution / active EE | $3,649 | $6,355-42.6% | $5,052-27.8% | $4,740-23.0% |
| Participant deferral / active EE | $7,206 | $7,975-9.7% | $6,542+10.1% | $6,400+12.6% |
| Admin fee / account holder | $11,137 | $23,567-52.7% | $14,302-22.1% | $11,426-2.5% |