Filed July 5, 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 | $97,968 | $88,707+10.4% | $74,183+32.1% | $273,961-64.2% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 5.53% | 11.94%-6.4pp | 17.74%-12.2pp | 41.45%-35.9pp |
| Employer contribution / active EE | $3,090 | $3,159-2.2% | $2,370+30.4% | $4,869-36.5% |
| Participant deferral / active EE | $7,386 | $4,212+75.4% | $3,550+108.1% | $5,287+39.7% |
| Admin fee / account holder | $10,706 | $8,717+22.8% | $5,586+91.7% | $10,132+5.7% |