Filed September 25, 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 8-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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,673 | $85,766+215.6% | $136,294+98.6% | $70,131+286.0% |
| Participation rate | 96.7% | 74.2%+22.5pp | 81.9%+14.7pp | 69.5%+27.1pp |
| Annual return | 20.00% | 31.45%-11.5pp | 5155.94%-5135.9pp | 73.14%-53.1pp |
| Employer contribution / active EE | $11,375 | $2,966+283.5% | $4,695+142.3% | $2,342+385.6% |
| Participant deferral / active EE | $6,181 | $5,051+22.4% | $6,247-1.1% | $3,332+85.5% |
| Admin fee / account holder | $5,279 | $5,420-2.6% | $9,243-42.9% | $4,645+13.6% |