Filed June 6, 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 | $203,713 | $102,966+97.8% | $90,281+125.6% | $152,861+33.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 20.36% | 95.16%-74.8pp | 78.10%-57.7pp | 345.32%-325.0pp |
| Employer contribution / active EE | $7,552 | $3,139+140.6% | $2,854+164.6% | $4,762+58.6% |
| Participant deferral / active EE | $6,624 | $4,281+54.7% | $3,885+70.5% | $5,850+13.2% |
| Admin fee / account holder | $3,271 | $6,171-47.0% | $5,351-38.9% | $11,596-71.8% |