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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,506 | $105,860+50.7% | $90,749+75.8% | $134,475+18.6% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.7%+4.3pp | 81.2%-1.2pp |
| Annual return | -12.58% | -11.01%-1.6pp | -12.16%-0.4pp | 417.96%-430.5pp |
| Employer contribution / active EE | $1,550 | $3,462-55.2% | $2,921-46.9% | $4,740-67.3% |
| Participant deferral / active EE | $2,648 | $5,216-49.2% | $4,564-42.0% | $6,400-58.6% |
| Admin fee / account holder | $17,843 | $13,938+28.0% | $8,445+111.3% | $11,426+56.2% |