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 | $88,700 | $110,257-19.6% | $96,544-8.1% | $139,434-36.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 18.22% | 26.32%-8.1pp | 25.84%-7.6pp | 372.94%-354.7pp |
| Employer contribution / active EE | $2,135 | $3,620-41.0% | $2,965-28.0% | $4,751-55.1% |
| Participant deferral / active EE | $1,999 | $5,548-64.0% | $4,851-58.8% | $6,710-70.2% |
| Admin fee / account holder | $9,733 | $11,591-16.0% | $8,252+17.9% | $11,403-14.6% |