Filed May 3, 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 | $122,067 | $56,110+117.6% | $94,993+28.5% | $70,131+74.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 16.87% | 51.02%-34.2pp | 27.12%-10.3pp | 73.14%-56.3pp |
| Employer contribution / active EE | $4,891 | $1,442+239.2% | $2,603+87.9% | $2,342+108.8% |
| Participant deferral / active EE | $6,763 | $2,391+182.8% | $3,317+103.9% | $3,332+103.0% |
| Admin fee / account holder | $7,387 | $3,456+113.7% | $4,960+48.9% | $4,645+59.0% |