Filed August 18, 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 | $113,892 | $82,664+37.8% | $125,339-9.1% | $68,494+66.3% |
| Participation rate | 91.4% | 75.0%+16.4pp | 82.4%+9.1pp | 67.9%+23.5pp |
| Annual return | -20.23% | -5.97%-14.3pp | 572.05%-592.3pp | -7.84%-12.4pp |
| Employer contribution / active EE | $2,743 | $3,381-18.9% | $4,814-43.0% | $2,596+5.7% |
| Participant deferral / active EE | $4,474 | $6,110-26.8% | $7,446-39.9% | $4,027+11.1% |
| Admin fee / account holder | $4,426 | $6,275-29.5% | $10,010-55.8% | $5,403-18.1% |