Filed October 26, 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 | $117,616 | $81,208+44.8% | $98,907+18.9% | $79,858+47.3% |
| Participation rate | 72.7% | 72.5%+0.2pp | 76.0%-3.3pp | 69.6%+3.1pp |
| Annual return | 16.46% | 60.99%-44.5pp | 196.43%-180.0pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,371 | $1,960-30.1% | $2,689-49.0% | $2,471-44.5% |
| Participant deferral / active EE | $2,473 | $3,265-24.3% | $4,244-41.7% | $3,740-33.9% |
| Admin fee / account holder | $20,532 | $6,013+241.5% | $6,642+209.1% | $5,306+286.9% |