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 | $169,777 | $63,861+165.9% | $104,607+62.3% | $79,858+112.6% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 20.10% | 21.30%-1.2pp | 340.46%-320.4pp | 31.71%-11.6pp |
| Employer contribution / active EE | $6,032 | $1,588+279.8% | $2,681+125.0% | $2,471+144.1% |
| Participant deferral / active EE | $8,575 | $2,693+218.4% | $3,740+129.3% | $3,740+129.3% |
| Admin fee / account holder | $2,118 | $4,185-49.4% | $6,473-67.3% | $5,306-60.1% |