Filed December 27, 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 | $236,051 | $115,770+103.9% | $101,248+133.1% | $158,922+48.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 7.44% | 56.14%-48.7pp | 46.47%-39.0pp | 302.83%-295.4pp |
| Employer contribution / active EE | $4,268 | $4,175+2.2% | $3,660+16.6% | $4,761-10.4% |
| Participant deferral / active EE | $9,024 | $4,957+82.0% | $4,370+106.5% | $5,982+50.9% |
| Admin fee / account holder | $210,727 | $7,245+2808.6% | $5,945+3444.3% | $11,246+1773.8% |