Filed November 21, 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 | $77,732 | $88,594-12.3% | $70,092+10.9% | $134,475-42.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -17.36% | 442.67%-460.0pp | 190.73%-208.1pp | 417.96%-435.3pp |
| Employer contribution / active EE | $3,021 | $3,233-6.6% | $2,559+18.1% | $4,740-36.3% |
| Participant deferral / active EE | $5,987 | $4,772+25.5% | $3,849+55.6% | $6,400-6.5% |
| Admin fee / account holder | $7,940 | $10,441-23.9% | $6,267+26.7% | $11,426-30.5% |