Filed March 9, 2000 (most recent of 2 filings on file)
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 | $46,163 | $93,571-50.7% | $135,903-66.0% | $75,163-38.6% |
| Participation rate | 96.3% | 75.2%+21.1pp | 81.9%+14.4pp | 67.2%+29.1pp |
| Annual return | 17.56% | 30.90%-13.3pp | 68.23%-50.7pp | 160.62%-143.1pp |
| Employer contribution / active EE | $1,112 | $3,537-68.5% | $4,856-77.1% | $2,670-58.3% |
| Participant deferral / active EE | $2,689 | $6,404-58.0% | $7,758-65.3% | $4,125-34.8% |
| Admin fee / account holder | $2,660 | $6,975-61.9% | $10,762-75.3% | $5,651-52.9% |