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 | $177,472 | $67,606+162.5% | $82,313+115.6% | $70,131+153.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.07% | 21.57%-4.5pp | 25.88%-8.8pp | 73.14%-56.1pp |
| Employer contribution / active EE | $4,472 | $1,755+154.9% | $2,428+84.2% | $2,342+90.9% |
| Participant deferral / active EE | $7,301 | $2,987+144.4% | $3,706+97.0% | $3,332+119.1% |
| Admin fee / account holder | $27,529 | $4,512+510.1% | $5,608+390.9% | $4,645+492.6% |