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 | $71,774 | $100,754-28.8% | $86,677-17.2% | $134,475-46.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.56% | 29.04%-42.6pp | 35.91%-49.5pp | 417.96%-431.5pp |
| Employer contribution / active EE | $2,441 | $3,489-30.1% | $2,836-14.0% | $4,740-48.5% |
| Participant deferral / active EE | $2,131 | $5,338-60.1% | $4,656-54.2% | $6,400-66.7% |
| Admin fee / account holder | $17,765 | $10,926+62.6% | $7,493+137.1% | $11,426+55.5% |