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 | $180,464 | $78,422+130.1% | $95,952+88.1% | $79,858+126.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 13.92% | 19.37%-5.4pp | 91.61%-77.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $4,115 | $1,945+111.5% | $2,541+61.9% | $2,471+66.5% |
| Participant deferral / active EE | $6,969 | $3,440+102.6% | $4,167+67.3% | $3,740+86.3% |
| Admin fee / account holder | $19,169 | $5,622+241.0% | $6,795+182.1% | $5,306+261.2% |