Filed February 1, 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 | $38,904 | $125,758-69.1% | $169,993-77.1% | $75,163-48.2% |
| Participation rate | 89.8% | 83.6%+6.2pp | 87.0%+2.8pp | 67.2%+22.6pp |
| Annual return | 18.01% | 27.20%-9.2pp | 53.37%-35.4pp | 160.62%-142.6pp |
| Employer contribution / active EE | $2,353 | $4,615-49.0% | $6,785-65.3% | $2,670-11.9% |
| Participant deferral / active EE | $3,953 | $6,837-42.2% | $10,408-62.0% | $4,125-4.2% |
| Admin fee / account holder | $2,065 | $8,173-74.7% | $12,815-83.9% | $5,651-63.5% |