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 | $95,701 | $203,436-53.0% | $152,466-37.2% | $167,490-42.9% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.2%+5.1pp | 82.1%+1.2pp |
| Annual return | 10.87% | 13.80%-2.9pp | 757.33%-746.5pp | 478.56%-467.7pp |
| Employer contribution / active EE | $4,577 | $5,220-12.3% | $4,327+5.8% | $4,837-5.4% |
| Participant deferral / active EE | $6,509 | $6,716-3.1% | $5,820+11.8% | $6,341+2.6% |
| Admin fee / account holder | $696 | $22,506-96.9% | $15,805-95.6% | $12,309-94.3% |