Filed May 31, 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 | $214,214 | $45,152+374.4% | $73,843+190.1% | $59,632+259.2% |
| Participation rate | 86.8% | 64.0%+22.8pp | 73.4%+13.4pp | 68.7%+18.2pp |
| Annual return | -0.51% | 27.40%-27.9pp | 2267.84%-2268.3pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $8,247 | $1,902+333.6% | $2,787+195.8% | $2,203+274.4% |
| Participant deferral / active EE | $8,465 | $2,574+228.9% | $3,583+136.2% | $3,192+165.2% |
| Admin fee / account holder | $356 | $3,516-89.9% | $4,880-92.7% | $4,297-91.7% |