Filed March 10, 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 | $135,226 | $56,629+138.8% | $77,999+73.4% | $55,167+145.1% |
| Participation rate | 99.2% | 73.3%+25.9pp | 75.5%+23.6pp | 69.0%+30.2pp |
| Annual return | 5.43% | 2866.98%-2861.6pp | 425.96%-420.5pp | 169.23%-163.8pp |
| Employer contribution / active EE | $6,473 | $1,723+275.7% | $2,470+162.0% | $1,963+229.8% |
| Participant deferral / active EE | $2,129 | $2,777-23.3% | $3,497-39.1% | $3,054-30.3% |
| Admin fee / account holder | $1,913 | $467+310.1% | $5,480-65.1% | $504+279.7% |