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 | $55,141 | $138,347-60.1% | $184,203-70.1% | $80,856-31.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 9.67% | 20.02%-10.4pp | 28.81%-19.1pp | 35.59%-25.9pp |
| Employer contribution / active EE | $2,182 | $4,850-55.0% | $6,427-66.1% | $2,755-20.8% |
| Participant deferral / active EE | $5,334 | $7,071-24.6% | $9,131-41.6% | $4,296+24.2% |
| Admin fee / account holder | $19,701 | $10,483+87.9% | $13,901+41.7% | $6,918+184.8% |