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 | $397,463 | $65,409+507.7% | $98,442+303.8% | $85,850+363.0% |
| Participation rate | 96.3% | 65.0%+31.3pp | 73.3%+23.0pp | 69.3%+27.0pp |
| Annual return | 12.63% | 21.76%-9.1pp | 1492.73%-1480.1pp | 318.53%-305.9pp |
| Employer contribution / active EE | $12,496 | $2,168+476.5% | $2,960+322.2% | $2,565+387.2% |
| Participant deferral / active EE | $12,635 | $3,166+299.1% | $4,276+195.5% | $3,952+219.7% |
| Admin fee / account holder | $11,280 | $4,593+145.6% | $5,949+89.6% | $6,260+80.2% |