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 | $50,782 | $80,968-37.3% | $96,544-47.4% | $75,163-32.4% |
| Participation rate | 98.4% | 71.8%+26.7pp | 76.0%+22.5pp | 67.2%+31.2pp |
| Annual return | 14.90% | 27.06%-12.2pp | 25.84%-10.9pp | 160.62%-145.7pp |
| Employer contribution / active EE | $2,641 | $2,282+15.8% | $2,965-10.9% | $2,670-1.1% |
| Participant deferral / active EE | $3,730 | $3,928-5.0% | $4,851-23.1% | $4,125-9.6% |
| Admin fee / account holder | $5,037 | $6,724-25.1% | $8,252-39.0% | $5,651-10.9% |