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 | $186,362 | $81,460+128.8% | $103,333+80.4% | $80,856+130.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 8.53% | 25.55%-17.0pp | 24.88%-16.4pp | 35.59%-27.1pp |
| Employer contribution / active EE | $2,800 | $3,105-9.8% | $3,868-27.6% | $2,755+1.6% |
| Participant deferral / active EE | $6,783 | $3,869+75.3% | $5,057+34.1% | $4,296+57.9% |
| Admin fee / account holder | $31,165 | $6,566+374.6% | $8,355+273.0% | $6,918+350.5% |