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 | $299,468 | $54,350+451.0% | $82,719+262.0% | $68,494+337.2% |
| Participation rate | 90.6% | 63.9%+26.7pp | 72.6%+18.1pp | 67.9%+22.7pp |
| Annual return | -14.63% | -13.67%-1.0pp | 701.18%-715.8pp | -7.84%-6.8pp |
| Employer contribution / active EE | $9,602 | $2,218+332.9% | $3,009+219.1% | $2,596+269.8% |
| Participant deferral / active EE | $10,969 | $3,246+237.9% | $4,395+149.6% | $4,027+172.4% |
| Admin fee / account holder | $47,865 | $4,395+989.0% | $5,329+798.2% | $5,403+785.9% |