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 | $166,459 | $118,450+40.5% | $98,439+69.1% | $139,434+19.4% |
| Participation rate | 88.9% | 77.4%+11.5pp | 75.2%+13.7pp | 80.3%+8.6pp |
| Annual return | 1.27% | 18.94%-17.7pp | 21.16%-19.9pp | 372.94%-371.7pp |
| Employer contribution / active EE | $1,555 | $3,609-56.9% | $3,048-49.0% | $4,751-67.3% |
| Participant deferral / active EE | $2,824 | $5,392-47.6% | $4,738-40.4% | $6,710-57.9% |
| Admin fee / account holder | $1,271 | $14,026-90.9% | $8,948-85.8% | $11,403-88.9% |