Filed August 11, 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 | $18,374 | $99,020-81.4% | $86,590-78.8% | $147,584-87.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 3.73% | 1312.34%-1308.6pp | 964.84%-961.1pp | 578.55%-574.8pp |
| Employer contribution / active EE | $4,114 | $3,132+31.3% | $2,839+44.9% | $4,876-15.6% |
| Participant deferral / active EE | $3,817 | $3,972-3.9% | $3,609+5.8% | $5,439-29.8% |
| Admin fee / account holder | $4,712 | $5,710-17.5% | $4,906-4.0% | $10,885-56.7% |