Filed February 3, 2000 (most recent of 2 filings on file)
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 | $73,380 | $112,096-34.5% | $95,952-23.5% | $158,922-53.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.70% | 171.09%-155.4pp | 91.61%-75.9pp | 302.83%-287.1pp |
| Employer contribution / active EE | $1,788 | $3,198-44.1% | $2,541-29.6% | $4,761-62.5% |
| Participant deferral / active EE | $1,625 | $4,784-66.0% | $4,167-61.0% | $5,982-72.8% |
| Admin fee / account holder | $811 | $10,130-92.0% | $6,795-88.1% | $11,246-92.8% |