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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,629 | $53,127+396.2% | $86,590+204.5% | $70,131+275.9% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 14.30% | 27.66%-13.4pp | 964.84%-950.5pp | 73.14%-58.8pp |
| Employer contribution / active EE | $9,809 | $2,068+374.3% | $2,839+245.5% | $2,342+318.7% |
| Participant deferral / active EE | $8,872 | $2,696+229.1% | $3,609+145.8% | $3,332+166.3% |
| Admin fee / account holder | $7,699 | $3,585+114.7% | $4,906+56.9% | $4,645+65.7% |