Filed January 12, 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,083 | $37,393+66.0% | $77,024-19.4% | $66,914-7.2% |
| Participation rate | 86.2% | 52.9%+33.4pp | 67.9%+18.3pp | 69.8%+16.4pp |
| Annual return | -14.93% | -3.29%-11.6pp | 42.32%-57.2pp | 1.58%-16.5pp |
| Employer contribution / active EE | $511 | $1,531-66.6% | $2,812-81.8% | $2,544-79.9% |
| Participant deferral / active EE | $3,396 | $2,617+29.7% | $4,426-23.3% | $4,237-19.9% |
| Admin fee / account holder | $305 | $567-46.1% | $5,425-94.4% | $593-48.5% |