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 | $64,876 | $48,046+35.0% | $84,611-23.3% | $72,985-11.1% |
| Participation rate | 96.0% | 57.6%+38.4pp | 68.2%+27.8pp | 69.5%+26.5pp |
| Annual return | 19.18% | 37.38%-18.2pp | 258.74%-239.6pp | 81.00%-61.8pp |
| Employer contribution / active EE | $1,294 | $1,602-19.2% | $2,652-51.2% | $2,440-47.0% |
| Participant deferral / active EE | $2,089 | $2,680-22.1% | $3,899-46.4% | $3,607-42.1% |
| Admin fee / account holder | $494 | $3,395-85.4% | $4,912-89.9% | $5,124-90.4% |