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 | $76,173 | $95,561-20.3% | $77,163-1.3% | $139,434-45.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.29% | 54.92%-38.6pp | 37.87%-21.6pp | 372.94%-356.7pp |
| Employer contribution / active EE | $2,863 | $3,147-9.0% | $2,535+13.0% | $4,751-39.7% |
| Participant deferral / active EE | $5,856 | $4,624+26.7% | $3,833+52.8% | $6,710-12.7% |
| Admin fee / account holder | $5,027 | $8,295-39.4% | $5,472-8.1% | $11,403-55.9% |