Filed July 6, 2000
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 | $143,330 | $167,484-14.4% | $151,611-5.5% | $134,475+6.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.40% | 7.80%-17.2pp | 3.33%-12.7pp | 417.96%-427.4pp |
| Employer contribution / active EE | $3,113 | $6,829-54.4% | $6,166-49.5% | $4,740-34.3% |
| Participant deferral / active EE | $14,610 | $8,986+62.6% | $8,363+74.7% | $6,400+128.3% |
| Admin fee / account holder | $196,013 | $13,783+1322.2% | $11,616+1587.5% | $11,426+1615.5% |