Filed December 19, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,226 | $81,208+23.4% | $98,907+1.3% | $79,858+25.5% |
| Participation rate | 73.0% | 72.5%+0.5pp | 76.0%-3.1pp | 69.6%+3.3pp |
| Annual return | 9.16% | 60.99%-51.8pp | 196.43%-187.3pp | 31.71%-22.6pp |
| Employer contribution / active EE | $447 | $1,960-77.2% | $2,689-83.4% | $2,471-81.9% |
| Participant deferral / active EE | $2,963 | $3,265-9.2% | $4,244-30.2% | $3,740-20.8% |
| Admin fee / account holder | $23,482 | $6,013+290.5% | $6,642+253.6% | $5,306+342.5% |