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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,797 | $67,411+3.5% | $91,001-23.3% | $70,131-0.5% |
| Participation rate | 85.5% | 71.4%+14.1pp | 75.6%+9.9pp | 69.5%+15.9pp |
| Annual return | 16.62% | -40.16%+56.8pp | 4.60%+12.0pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,083 | $1,786-39.4% | $2,456-55.9% | $2,342-53.8% |
| Participant deferral / active EE | $1,942 | $2,823-31.2% | $3,547-45.3% | $3,332-41.7% |
| Admin fee / account holder | $2,919 | $4,236-31.1% | $5,417-46.1% | $4,645-37.2% |