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 | $298,463 | $77,813+283.6% | $123,544+141.6% | $64,186+365.0% |
| Participation rate | 76.9% | 74.7%+2.2pp | 82.3%-5.4pp | 69.6%+7.4pp |
| Annual return | -0.27% | 12.48%-12.8pp | 119.20%-119.5pp | 7.63%-7.9pp |
| Employer contribution / active EE | $15,553 | $3,014+416.0% | $4,628+236.1% | $2,381+553.2% |
| Participant deferral / active EE | $5,481 | $5,240+4.6% | $6,426-14.7% | $3,470+58.0% |
| Admin fee / account holder | $1,111 | $5,519-79.9% | $9,284-88.0% | $4,888-77.3% |