Filed September 5, 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 | $178,340 | $78,672+126.7% | $109,143+63.4% | $85,850+107.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 10.36% | 25.09%-14.7pp | 25.75%-15.4pp | 318.53%-308.2pp |
| Employer contribution / active EE | $1,912 | $2,735-30.1% | $3,722-48.6% | $2,565-25.5% |
| Participant deferral / active EE | $6,496 | $3,467+87.4% | $4,653+39.6% | $3,952+64.4% |
| Admin fee / account holder | $10,864 | $5,469+98.6% | $6,752+60.9% | $6,260+73.5% |