Filed December 19, 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 | $43,258 | $87,841-50.8% | $133,980-67.7% | $62,891-31.2% |
| Participation rate | 96.2% | 83.4%+12.8pp | 87.1%+9.1pp | 69.3%+26.8pp |
| Annual return | 8.01% | 12.05%-4.0pp | 29.30%-21.3pp | 20.14%-12.1pp |
| Employer contribution / active EE | $2,011 | $3,483-42.3% | $5,211-61.4% | $2,281-11.8% |
| Participant deferral / active EE | $5,110 | $4,812+6.2% | $6,282-18.7% | $3,203+59.5% |
| Admin fee / account holder | $26,842 | $5,371+399.7% | $9,324+187.9% | $4,296+524.9% |