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 | $116,015 | $94,625+22.6% | $116,228-0.2% | $84,808+36.8% |
| Participation rate | 74.2% | 70.4%+3.7pp | 74.6%-0.4pp | 68.3%+5.9pp |
| Annual return | 13.27% | 20.40%-7.1pp | 90.06%-76.8pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,093 | $2,347-10.8% | $2,994-30.1% | $2,631-20.5% |
| Participant deferral / active EE | $3,895 | $3,972-1.9% | $4,953-21.4% | $4,212-7.5% |
| Admin fee / account holder | $6,389 | $10,091-36.7% | $11,989-46.7% | $7,344-13.0% |