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 | $160,522 | $80,968+98.3% | $96,544+66.3% | $75,163+113.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 14.06% | 27.06%-13.0pp | 25.84%-11.8pp | 160.62%-146.6pp |
| Employer contribution / active EE | $4,386 | $2,282+92.2% | $2,965+47.9% | $2,670+64.3% |
| Participant deferral / active EE | $6,565 | $3,928+67.1% | $4,851+35.3% | $4,125+59.2% |
| Admin fee / account holder | $15,623 | $6,724+132.3% | $8,252+89.3% | $5,651+176.5% |