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 | $120,915 | $112,881+7.1% | $90,951+32.9% | $158,922-23.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 13.92% | 215.79%-201.9pp | 134.60%-120.7pp | 302.83%-288.9pp |
| Employer contribution / active EE | $3,396 | $2,893+17.4% | $2,122+60.0% | $4,761-28.7% |
| Participant deferral / active EE | $3,809 | $4,128-7.7% | $3,373+12.9% | $5,982-36.3% |
| Admin fee / account holder | $25,833 | $8,041+221.3% | $5,959+333.5% | $11,246+129.7% |