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 | $246,631 | $133,922+84.2% | $116,228+112.2% | $142,382+73.2% |
| Participation rate | 85.7% | 77.9%+7.9pp | 74.6%+11.2pp | 80.1%+5.6pp |
| Annual return | 8.32% | 147.76%-139.4pp | 90.06%-81.7pp | 217.08%-208.8pp |
| Employer contribution / active EE | $1,642 | $3,446-52.4% | $2,994-45.2% | $4,299-61.8% |
| Participant deferral / active EE | $3,010 | $5,672-46.9% | $4,953-39.2% | $6,507-53.7% |
| Admin fee / account holder | $2,018 | $14,945-86.5% | $11,989-83.2% | $12,624-84.0% |