Filed December 4, 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 | $77,747 | $180,028-56.8% | $138,135-43.7% | $158,922-51.1% |
| Participation rate | 85.7% | 82.2%+3.5pp | 78.7%+7.0pp | 82.0%+3.8pp |
| Annual return | 14.09% | 21.68%-7.6pp | 20.51%-6.4pp | 302.83%-288.7pp |
| Employer contribution / active EE | $4,881 | $7,470-34.7% | $5,587-12.6% | $4,761+2.5% |
| Participant deferral / active EE | $6,926 | $7,717-10.3% | $6,431+7.7% | $5,982+15.8% |
| Admin fee / account holder | $668 | $17,912-96.3% | $11,856-94.4% | $11,246-94.1% |