Filed August 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 | $48,860 | $71,883-32.0% | $86,677-43.6% | $68,494-28.7% |
| Participation rate | 98.5% | 72.2%+26.3pp | 76.6%+21.9pp | 67.9%+30.6pp |
| Annual return | -15.69% | 3.52%-19.2pp | 35.91%-51.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $2,461 | $2,173+13.3% | $2,836-13.2% | $2,596-5.2% |
| Participant deferral / active EE | $3,515 | $3,779-7.0% | $4,656-24.5% | $4,027-12.7% |
| Admin fee / account holder | $6,066 | $6,112-0.7% | $7,493-19.0% | $5,403+12.3% |