Filed December 26, 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 | $122,652 | $118,680+3.3% | $98,907+24.0% | $158,922-22.8% |
| Participation rate | 88.9% | 77.8%+11.1pp | 76.0%+12.9pp | 82.0%+6.9pp |
| Annual return | -0.72% | 372.35%-373.1pp | 196.43%-197.2pp | 302.83%-303.6pp |
| Employer contribution / active EE | $1,621 | $3,333-51.4% | $2,689-39.7% | $4,761-66.0% |
| Participant deferral / active EE | $2,600 | $5,088-48.9% | $4,244-38.7% | $5,982-56.5% |
| Admin fee / account holder | $9,680 | $10,131-4.5% | $6,642+45.7% | $11,246-13.9% |