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 | $76,007 | $91,552-17.0% | $133,956-43.3% | $79,858-4.8% |
| Participation rate | 97.4% | 73.3%+24.0pp | 79.8%+17.5pp | 69.6%+27.7pp |
| Annual return | 23.49% | 61.85%-38.4pp | 45.09%-21.6pp | 31.71%-8.2pp |
| Employer contribution / active EE | $2,859 | $2,384+20.0% | $3,919-27.0% | $2,471+15.7% |
| Participant deferral / active EE | $6,374 | $3,733+70.7% | $5,048+26.3% | $3,740+70.4% |
| Admin fee / account holder | $7,698 | $6,321+21.8% | $8,927-13.8% | $5,306+45.1% |