Filed November 7, 2000 (most recent of 2 filings on file)
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 | $105,549 | $100,041+5.5% | $149,718-29.5% | $70,131+50.5% |
| Participation rate | 94.8% | 83.6%+11.2pp | 87.1%+7.8pp | 69.5%+25.3pp |
| Annual return | -27.29% | 27.43%-54.7pp | 1501.63%-1528.9pp | 73.14%-100.4pp |
| Employer contribution / active EE | $5,621 | $3,662+53.5% | $5,445+3.2% | $2,342+140.0% |
| Participant deferral / active EE | $6,435 | $4,983+29.1% | $6,569-2.0% | $3,332+93.1% |
| Admin fee / account holder | $5,548 | $8,286-33.0% | $11,283-50.8% | $4,645+19.4% |