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 | $64,327 | $83,477-22.9% | $125,175-48.6% | $72,985-11.9% |
| Participation rate | 94.4% | 73.3%+21.1pp | 79.8%+14.7pp | 69.5%+25.0pp |
| Annual return | 25.87% | 25.78%+0.1pp | 43.79%-17.9pp | 81.00%-55.1pp |
| Employer contribution / active EE | $5,793 | $2,345+147.0% | $3,865+49.9% | $2,440+137.4% |
| Participant deferral / active EE | $6,416 | $3,585+78.9% | $4,937+30.0% | $3,607+77.9% |
| Admin fee / account holder | $2,910 | $5,517-47.2% | $9,702-70.0% | $5,124-43.2% |