Filed January 11, 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 | $248,344 | $90,745+173.7% | $130,231+90.7% | $75,163+230.4% |
| Participation rate | 100.0% | 71.1%+28.9pp | 76.3%+23.7pp | 67.2%+32.8pp |
| Annual return | 17.19% | 34.45%-17.3pp | 38.77%-21.6pp | 160.62%-143.4pp |
| Employer contribution / active EE | $9,298 | $3,314+180.6% | $4,126+125.4% | $2,670+248.3% |
| Participant deferral / active EE | $12,789 | $5,362+138.5% | $6,799+88.1% | $4,125+210.0% |
| Admin fee / account holder | $9,557 | $6,331+50.9% | $6,020+58.8% | $5,651+69.1% |