Filed June 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,396 | $54,517+10.8% | $75,972-20.5% | $74,495-18.9% |
| Participation rate | 96.2% | 60.3%+35.9pp | 69.1%+27.2pp | 67.2%+29.0pp |
| Annual return | 2.26% | 31.82%-29.6pp | 359.55%-357.3pp | 1364.94%-1362.7pp |
| Employer contribution / active EE | $2,358 | $1,777+32.7% | $2,685-12.2% | $2,623-10.1% |
| Participant deferral / active EE | $0 | $3,066-100.0% | $4,255-100.0% | $4,346-100.0% |
| Admin fee / account holder | $4,490 | $2,229+101.5% | $6,467-30.6% | $1,942+131.2% |