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 | $63,213 | $238,490-73.5% | $180,183-64.9% | $142,382-55.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 10.69% | 33.56%-22.9pp | 27.86%-17.2pp | 217.08%-206.4pp |
| Employer contribution / active EE | $1,442 | $6,143-76.5% | $5,039-71.4% | $4,299-66.5% |
| Participant deferral / active EE | $3,890 | $7,996-51.4% | $6,822-43.0% | $6,507-40.2% |
| Admin fee / account holder | $1,153 | $28,866-96.0% | $19,975-94.2% | $12,624-90.9% |