Filed November 21, 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.
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 | $61,134 | $95,193-35.8% | $76,523-20.1% | $135,375-54.8% |
| Participation rate | 95.5% | 74.4%+21.1pp | 68.0%+27.5pp | 82.6%+12.8pp |
| Annual return | 0.00% | 4.85%-4.8pp | -0.27%+0.3pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,125 | $3,302-65.9% | $2,647-57.5% | $4,779-76.5% |
| Participant deferral / active EE | $1,615 | $4,639-65.2% | $3,835-57.9% | $5,609-71.2% |
| Admin fee / account holder | $445 | $6,249-92.9% | $4,848-90.8% | $10,827-95.9% |