Filed July 27, 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 | $64,912 | $99,020-34.4% | $86,590-25.0% | $147,584-56.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 9.35% | 1312.34%-1303.0pp | 964.84%-955.5pp | 578.55%-569.2pp |
| Employer contribution / active EE | $2,624 | $3,132-16.2% | $2,839-7.6% | $4,876-46.2% |
| Participant deferral / active EE | $558 | $3,972-85.9% | $3,609-84.5% | $5,439-89.7% |
| Admin fee / account holder | $1,797 | $5,710-68.5% | $4,906-63.4% | $10,885-83.5% |