Filed December 19, 2000 (most recent of 2 filings on file)
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 | $46,540 | $100,041-53.5% | $149,718-68.9% | $70,131-33.6% |
| Participation rate | 96.9% | 83.6%+13.3pp | 87.1%+9.8pp | 69.5%+27.3pp |
| Annual return | 12.51% | 27.43%-14.9pp | 1501.63%-1489.1pp | 73.14%-60.6pp |
| Employer contribution / active EE | $1,583 | $3,662-56.8% | $5,445-70.9% | $2,342-32.4% |
| Participant deferral / active EE | $2,849 | $4,983-42.8% | $6,569-56.6% | $3,332-14.5% |
| Admin fee / account holder | $660 | $8,286-92.0% | $11,283-94.1% | $4,645-85.8% |