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 | $55,400 | $109,359-49.3% | $162,163-65.8% | $72,985-24.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 18.71% | 25.46%-6.8pp | 115.59%-96.9pp | 81.00%-62.3pp |
| Employer contribution / active EE | $1,806 | $3,907-53.8% | $5,614-67.8% | $2,440-26.0% |
| Participant deferral / active EE | $4,568 | $5,481-16.7% | $7,298-37.4% | $3,607+26.6% |
| Admin fee / account holder | $1,229 | $7,972-84.6% | $10,843-88.7% | $5,124-76.0% |