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 | $169,683 | $92,703+83.0% | $82,719+105.1% | $134,475+26.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.27% | 944.92%-959.2pp | 701.18%-715.4pp | 417.96%-432.2pp |
| Employer contribution / active EE | $8,307 | $3,274+153.8% | $3,009+176.1% | $4,740+75.3% |
| Participant deferral / active EE | $6,989 | $4,802+45.5% | $4,395+59.0% | $6,400+9.2% |
| Admin fee / account holder | $7,287 | $5,983+21.8% | $5,329+36.7% | $11,426-36.2% |