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 | $74,444 | $81,900-9.1% | $119,609-37.8% | $68,494+8.7% |
| Participation rate | 97.4% | 71.9%+25.5pp | 79.3%+18.1pp | 67.9%+29.5pp |
| Annual return | -18.78% | -23.82%+5.0pp | -14.97%-3.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $3,456 | $2,693+28.3% | $4,232-18.3% | $2,596+33.1% |
| Participant deferral / active EE | $6,873 | $4,148+65.7% | $5,602+22.7% | $4,027+70.7% |
| Admin fee / account holder | $5,751 | $6,582-12.6% | $10,323-44.3% | $5,403+6.5% |