Filed December 29, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,259 | $72,404-29.2% | $110,238-53.5% | $64,186-20.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -6.70% | -6.29%-0.4pp | 314.74%-321.4pp | 7.63%-14.3pp |
| Employer contribution / active EE | $7,803 | $2,282+242.0% | $3,826+103.9% | $2,381+227.8% |
| Participant deferral / active EE | $6,427 | $3,469+85.3% | $4,672+37.6% | $3,470+85.3% |
| Admin fee / account holder | $716 | $5,664-87.4% | $8,547-91.6% | $4,888-85.4% |