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 | $235,453 | $49,177+378.8% | $79,464+196.3% | $64,186+266.8% |
| Participation rate | 88.4% | 65.0%+23.3pp | 73.3%+15.0pp | 69.6%+18.8pp |
| Annual return | -5.96% | -1.16%-4.8pp | 718.14%-724.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $8,759 | $2,076+321.8% | $2,800+212.8% | $2,381+267.9% |
| Participant deferral / active EE | $8,870 | $2,821+214.4% | $3,704+139.5% | $3,470+155.6% |
| Admin fee / account holder | $23,117 | $3,839+502.2% | $5,113+352.1% | $4,888+372.9% |