Filed October 26, 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 | $65,234 | $58,828+10.9% | $77,999-16.4% | $62,891+3.7% |
| Participation rate | 81.1% | 71.1%+10.1pp | 75.5%+5.6pp | 69.3%+11.8pp |
| Annual return | 4.40% | 17.16%-12.8pp | 425.96%-421.6pp | 20.14%-15.7pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,147 | $2,686-20.1% | $3,497-38.6% | $3,203-33.0% |
| Admin fee / account holder | $23,628 | $4,393+437.8% | $5,480+331.1% | $4,296+450.1% |