Filed August 31, 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 | $51,328 | $76,000-32.5% | $154,107-66.7% | $64,186-20.0% |
| Participation rate | 95.8% | 70.4%+25.4pp | 83.0%+12.7pp | 69.6%+26.2pp |
| Annual return | -5.37% | 30.32%-35.7pp | 735.12%-740.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $3,682 | $3,351+9.9% | $5,298-30.5% | $2,381+54.6% |
| Participant deferral / active EE | $3,857 | $3,175+21.5% | $5,081-24.1% | $3,470+11.2% |
| Admin fee / account holder | $2,972 | $5,596-46.9% | $13,411-77.8% | $4,888-39.2% |