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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,365 | $110,094-44.3% | $151,611-59.5% | $68,494-10.4% |
| Participation rate | 97.1% | 84.0%+13.2pp | 87.5%+9.6pp | 67.9%+29.3pp |
| Annual return | -11.22% | -10.12%-1.1pp | 3.33%-14.6pp | -7.84%-3.4pp |
| Employer contribution / active EE | $1,731 | $4,471-61.3% | $6,166-71.9% | $2,596-33.3% |
| Participant deferral / active EE | $4,712 | $6,527-27.8% | $8,363-43.7% | $4,027+17.0% |
| Admin fee / account holder | $3,977 | $7,719-48.5% | $11,616-65.8% | $5,403-26.4% |