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 | $54,558+10.7% | $76,002-20.5% | $74,546-19.0% |
| Participation rate | 96.2% | 60.3%+35.9pp | 69.1%+27.1pp | 67.2%+29.0pp |
| Annual return | 2.26% | 31.83%-29.6pp | 360.07%-357.8pp | 1366.03%-1363.8pp |
| Employer contribution / active EE | $2,358 | $1,778+32.7% | $2,688-12.3% | $2,624-10.1% |
| Participant deferral / active EE | $0 | $3,065-100.0% | $4,257-100.0% | $4,347-100.0% |
| Admin fee / account holder | $4,490 | $2,232+101.2% | $6,414-30.0% | $1,944+131.0% |