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 | $447,927 | $58,208+669.5% | $81,812+447.5% | $80,856+454.0% |
| Participation rate | 93.3% | 63.4%+29.9pp | 72.3%+21.0pp | 67.6%+25.7pp |
| Annual return | 11.46% | 41.66%-30.2pp | 773.79%-762.3pp | 35.59%-24.1pp |
| Employer contribution / active EE | $12,524 | $2,340+435.2% | $2,912+330.1% | $2,755+354.6% |
| Participant deferral / active EE | $12,259 | $3,281+273.6% | $4,319+183.9% | $4,296+185.4% |
| Admin fee / account holder | $52,082 | $4,981+945.6% | $7,386+605.2% | $6,918+652.9% |