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 | $79,247 | $210,408-62.3% | $153,485-48.4% | $145,922-45.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.23% | 13.37%-5.1pp | 15.65%-7.4pp | 561.29%-553.1pp |
| Employer contribution / active EE | $2,650 | $6,048-56.2% | $5,039-47.4% | $4,660-43.1% |
| Participant deferral / active EE | $8,077 | $7,975+1.3% | $6,757+19.5% | $6,688+20.8% |
| Admin fee / account holder | $1,122 | $19,419-94.2% | $12,724-91.2% | $13,397-91.6% |