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 | $183,594 | $109,817+67.2% | $98,442+86.5% | $167,490+9.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.13% | 1956.69%-1942.6pp | 1492.73%-1478.6pp | 478.56%-464.4pp |
| Employer contribution / active EE | $9,121 | $3,224+182.9% | $2,960+208.2% | $4,837+88.6% |
| Participant deferral / active EE | $7,487 | $4,673+60.2% | $4,276+75.1% | $6,341+18.1% |
| Admin fee / account holder | $920 | $6,753-86.4% | $5,949-84.5% | $12,309-92.5% |