Filed December 20, 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 | $128,417 | $63,346+102.7% | $92,233+39.2% | $70,131+83.1% |
| Participation rate | 77.4% | 68.7%+8.7pp | 76.5%+0.9pp | 69.5%+7.9pp |
| Annual return | 16.21% | 530.12%-513.9pp | 176.28%-160.1pp | 73.14%-56.9pp |
| Employer contribution / active EE | $678 | $2,471-72.6% | $3,679-81.6% | $2,342-71.0% |
| Participant deferral / active EE | $3,930 | $2,854+37.7% | $3,897+0.9% | $3,332+18.0% |
| Admin fee / account holder | $21,517 | $3,840+460.3% | $5,194+314.3% | $4,645+363.2% |