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 | $272,252 | $54,762+397.2% | $90,281+201.6% | $72,985+273.0% |
| Participation rate | 88.1% | 65.1%+22.9pp | 73.3%+14.8pp | 69.5%+18.6pp |
| Annual return | 20.39% | 30.63%-10.2pp | 78.10%-57.7pp | 81.00%-60.6pp |
| Employer contribution / active EE | $9,244 | $2,092+341.8% | $2,854+223.9% | $2,440+278.9% |
| Participant deferral / active EE | $8,765 | $2,887+203.6% | $3,885+125.6% | $3,607+143.0% |
| Admin fee / account holder | $20,899 | $3,972+426.1% | $5,351+290.5% | $5,124+307.8% |